James M. Morris

Director/Board Member at

Oklahoma Medical Research Foundation

74 year

68 connections

Finance

Consumer Services

Miscellaneous

Profile

James M.
Morris currently works at Oklahoma Medical Research Foundation, as Director and National Multiple Sclerosis Society-Lone Star, as Trustee.
Mr. Morris also formerly worked at John Hancock Financial Services, Inc., as Chief Executive Officer, Signator Investors, Inc., as Chairman & Chief Executive Officer, Essex National Securities LLC, as Chairman, Southwest Bancorp, Inc. (Oklahoma), as Independent Director, Bank SNB, as Director, and LifeAssist LP, as Director.
Mr. Morris received his undergraduate degree in 1973 from Oklahoma State University.

James M. Morris active positions

Companies	Position	Start
Oklahoma Medical Research Foundation Oklahoma Medical Research Foundation Investment Trusts/Mutual FundsMiscellaneous Operates as medical research foundation, which helps people who fight with heart disease, lupus, cancer and other devastating illnesses	Director/Board Member	12/03/2012
National Multiple Sclerosis Society-Lone Star National Multiple Sclerosis Society-Lone Star Services to the Health IndustryHealth Services Provides direct services to people affected by multiple sclerosis	Director/Board Member	06/10/2011

All active positions of James M. Morris

Former positions of James M. Morris

Companies	Position	End
Essex National Securities LLC Essex National Securities LLC Investment Banks/BrokersFinance Operates as an broker, dealer, insurance agency and investment advisor	Chairman	-
Signator Investors, Inc. Signator Investors, Inc. Investment ManagersFinance Signator Investors, Inc. (SII) and and their Investment Adviser Representatives (IARs) offer an range of products and services including: Managed Account Programs; Money Management Seminars & Newsletters; Financial Planning; Consultative Services; and Defined Contribution Consulting. For their Managed Account Programs, SII has agreements with various third-party asset managers. SII acts as a discretionary investment manager and makes these services available through their IARs. Some of these managers include Envestnet Portfolio Solutions, Envestnet Asset Management, Manulife Asset Management, John Hancock Investment Management, SEI Investments Management Corp., SEI Investments Distribution Co., SEI Trust Co., and Brinker Capital, among others.	Chief Executive Officer	-
John Hancock Financial Services, Inc. John Hancock Financial Services, Inc. Life/Health InsuranceFinance Provides life insurance, retirement planning and financial advisory solutions	Chief Executive Officer	-
LifeAssist LP LifeAssist LP Miscellaneous Commercial ServicesCommercial Services Provides information technology services	Director/Board Member	-
Bank SNB Bank SNB Regional BanksFinance State commercial bank	Director/Board Member	-

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Linked companies

Private companies	9
Southwest Bancorp, Inc. (Oklahoma) Southwest Bancorp, Inc. (Oklahoma) Financial ConglomeratesFinance Operates as a bank holding company	Finance
John Hancock Financial Services, Inc. John Hancock Financial Services, Inc. Life/Health InsuranceFinance Provides life insurance, retirement planning and financial advisory solutions	Finance
Essex National Securities LLC Essex National Securities LLC Investment Banks/BrokersFinance Operates as an broker, dealer, insurance agency and investment advisor	Finance
Signator Investors, Inc. Signator Investors, Inc. Investment ManagersFinance Signator Investors, Inc. (SII) and and their Investment Adviser Representatives (IARs) offer an range of products and services including: Managed Account Programs; Money Management Seminars & Newsletters; Financial Planning; Consultative Services; and Defined Contribution Consulting. For their Managed Account Programs, SII has agreements with various third-party asset managers. SII acts as a discretionary investment manager and makes these services available through their IARs. Some of these managers include Envestnet Portfolio Solutions, Envestnet Asset Management, Manulife Asset Management, John Hancock Investment Management, SEI Investments Management Corp., SEI Investments Distribution Co., SEI Trust Co., and Brinker Capital, among others.	Finance
Oklahoma State University Oklahoma State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Bank SNB Bank SNB Regional BanksFinance State commercial bank	Finance
Oklahoma Medical Research Foundation Oklahoma Medical Research Foundation Investment Trusts/Mutual FundsMiscellaneous Operates as medical research foundation, which helps people who fight with heart disease, lupus, cancer and other devastating illnesses	Miscellaneous
National Multiple Sclerosis Society-Lone Star National Multiple Sclerosis Society-Lone Star Services to the Health IndustryHealth Services Provides direct services to people affected by multiple sclerosis	Health Services
LifeAssist LP LifeAssist LP Miscellaneous Commercial ServicesCommercial Services Provides information technology services	Commercial Services