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Dan Morrison

Dan Morrison

Hunt Valley, MD
Verified Identity

Founding Partner and Wealth Advisor at

Jacob William Advisory

Years of Experience

31 years

Average Client Size

$730,000

Member Since

2024

Allow Me to Introduce Myself

I am a Founding Partner and Wealth Advisor of Jacob William Advisory, a wealth management firm with the mission to empower clients to pursue their financial goals grounded on proactive communication, education, disciplined processes and service that exceeds expectations. Mark Ring and I founded Jac...

Clientele

Retirees
Business Owners
Corporate Executives
Inheritors
Surviving Spouses

Services Provided

Specialties and Expertise

Credentials and Designations

Pricing Models

Education

University of Baltimore

Master of Science, Finance

Obtained in 1992

Towson University

Bachelor of Science, Finance and Economics

Obtained in 1986

Previous Work Experience

Jacob William Advisory

Founding Partner and Wealth Advisor

2006 - Present

Disclosures and Proof of License

SEC Profile
FINRA BrokerCheck

Advisor Disclosure

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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Profile Last Updated: July 1, 2025