Jessica J. Morris
Professional summary
Jessica Jane Morris, CFP®, who also goes by Jessica Jane Ayers, Jessica Jane Morris Ayers, is a registered financial advisor currently at CMA FINANCIAL SERVICES located in Atlanta, Georgia.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jessica has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Jane Morris's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
July 5, 2016 - Present
CMA FINANCIAL SERVICES
Office #1: 1 Dunwoody Park, S Suite 105, Atlanta, GA 30338July 30, 2012 - April 25, 2016
CAPE INVESTMENT ADVISORY, INC.
June 27, 2012 - April 25, 2016
CAPE SECURITIES INC.
March 21, 2012 - July 2, 2012
TRANSAMERICA FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/5/2016)
Exams
Current Firm
CMA FINANCIAL SERVICES
CRD#: 283847 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 169 |
| AUM (Assets Under Management) | $ 13,134,072 |
Red Flags
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