Founder and Financial Advisor
Jim Morrison graduated from the University of North Texas in 1971 with a BBA majoring in Marketing. Jim is a registered financial advisor with Kestra Financial of Austin, TX.
Jim began his professional career with Southland Life as a Life Insurance agent in 1974, became assistant manager in 1976 and agency manager in 1978.
Jim started Jim Morrison Financial Services, Inc. in 1981 as an Independent Life Insurance agency. Working with families and closely held business owners, concentrating on Estate and Business Insurance planning. As his business prospered, he also became a financial advisor helping his clients in the comprehensive wealth management and retirement income strategies. His goal is to always help clients accumulate, preserve and help transfer their wealth.
Jim and his wife Judy have been married for 49 years and have two daughters, Janelle and Jessica. They are also proud grandparents of four grandsons Jaxson, James Ryan, Finley and Fisher.
Jim offers securities through Kestra Investment Services, LLC and investment advisory services though Kestra Advisory Services, LLC.