It is officially a personal website! Still has disclosures!

Investor Network by JD

IMPORTANT: JD Morris and staff are focusing and only responding to co-investors (accredited investor with PROOF of Funds (POF)).

You can join JD Morris via his personal LinkedIn profile  or his groups on LinkedIn.  They are as follows:

  1. URL for JD Morris profile on LinkedIn:

2. URL for Investor Network by JD on LinkedIn:

Again, JD & his staff are only networking with people that can co-invest or provide referrals to such co-investors that are accredited or similar to accredited investors.  All these sources must show proof of funds (POF) via our PROOF program.  These are accredited investors, family offices, venture capital funds, private equity funds,  fund of funds, and other sources of verifiable capital with greater than $5 million in proof of funds (POF).

Please see the SEC for definition of accredited investor or better consult you accountants, lawyers, and other advisors.

Happy Networking and Investing,

JDM & Team

JD full body

version 2021.05.11 (May 11, 2021)



  • This is our effort to provide disclosure that is readable
  • This is not the final version of our discloser (keep forward view always and things always change)


When it comes to matters of money, we believe in transparency and accountability. Day in and day out, we dedicate ourselves to delivering responsible investing ideas and sound financial education. That’s why, when it comes to talking about stocks, we think it’s important that you know exactly where we’re coming from. With this in mind, we have developed a company-wide disclosure policy to guide our business and communications. We call it PROOF Disclosure. We invite you to take some time to read through it, and hope it helps inform your experience here.

Investors Communicating With Investors

Investor Network is personal blog, but The Capitalization Report is a company that represents investors teaching and learning from other investors. Many financial publications do not permit their writers and editors to own stocks. Not only permits, but also encourages its staff to invest in common stock. Why? Two reasons.

First, we strongly believe the most effective way to create wealth is through the long-term ownership of stocks. The stock market has compounded 10% average annual returns over the last century. We believe in using the stock market as a savings bank, and we strongly encourage treating money management as a lifelong endeavor. Therefore, we think it’d be downright mean of us to close that avenue of investment to our employees.

Second, and more important, we don’t consider our employees to be journalists, but rather communicators and teachers of financial matters. It’s a subtle but critical difference that affects our entire service — from our online site at, to our investment books, to our nationally syndicated newspaper column, to our newsletters and portfolio services. As a company, we utilize every available medium to teach people of all ages, all income levels, all backgrounds, and all genetic codes about money and its applications in modern life. Therefore, we believe our staff’s involvement in managing their own money is critical to their learning more about the subject and their succeeding in their own lives. And who better to write about investing than those who do it themselves?

We writes about stocks in both free and paid content. We make stock recommendations in our various premium newsletter services and actually hold some of these shares in our portfolio services. We will disclose our recommendation or ownership until we cease to recommend the stock, or we sell our entire position. Of course, in both free and paid content we will continue to disclose whether the author has an interest in the stocks mentioned.

Internally, We have always strived to operate with the highest levels of integrity and transparency. As such, here are the key components of disclosure policy:

Business and Technology Partners


Investing Advertisers

As a general rule, if you see ads from a company on our site and emails, that company is paying us for such placement. Some of the major ones include E*Trade, Fidelity, Scottrade, OptionsHouse, and ShareBuilder. Additionally, companies pay us for inclusion in specific areas of our site (e.g., Registration Page, Broker Center).


A portion of our site writes reviews of personal finance products, including credit cards, mortgage offers, and brokerage accounts. We may receive compensation for offers that appear on The Ascent, including compensation related to placement.

We may issue recommendations for preferred partners that we believe in and/or use ourselves. But keep in mind, this site may not include all available offers from our partners. For example, there are thousands of credit cards available. We’ll highlight a fraction of them. All picks are made at the editorial discretion.

News, Quotes, Data, and Content Providers

Our major providers include WebFG and SIX Financial.

In Conclusion

We have designed our disclosure and trading guidelines to serve our community, our customers, and our employees fairly. As always, though, you should remember to consider every piece of investment information you receive, here or elsewhere, not as a de facto recommendation, but as an idea for further consideration. Even the strongest disclosure policy in the world does not excuse individuals from taking responsibility for their own decisions. Due diligence, critical thought, and use of the most extraordinary device in the world (the human brain) are crucial to your financial success. 

Author: JDM

Learn more about JDM Biography on LinkedIn:

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