Jeffrey Morris is a ChFC-designated registered investment advisor at CPA Allies, LLC, based in Atlanta, GA, with 13 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
CPA Allies recommends separately managed portfolios, and the total advisory fee ranges up to 2% per year. This fee includes both CPA Allies' fee and the third-party manager's fee. The fee is based on the value of your account and is deducted quarterly in advance by the third-party manager, who then remits CPA Allies' portion. CPA Allies does not charge any additional fees for recommending these programs.
Location
10 Glenlake Parkway, Suite 130, Atlanta, GA, 30328
Get directionsHistory
Regulatory History (1)
Regulatory
May 2010Other Business Activities
Jeffrey is employed full-time as a Business Performance Advisor at Insperity, Inc., an HR solutions company. This activity is not investment-related.
Employment History
Current Registrations
CPA Allies, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Securian Financial Services, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
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.