Jessica Morris
Jessica Morris is a CFP-designated registered investment advisor at Cma Financial Services, based in Atlanta, GA, with 13 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 81 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Location
1 Dunwoody Park, S, Suite 105, Atlanta, GA, 30338
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jessica works as a clerk/bookkeeper and does filing for Chris Morris Associates, P.C., dedicating minimal time. She also brokers insurance products for clients and prospects through Jessica's Enterprises, LTD, spending about 10-20% of her time on this.
Employment History
Current Registrations
Cma Financial Services
Previous Registrations
Cape Investment Advisory, INC.
Cape Securities INC.Broker
Transamerica Financial Advisors, INCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.