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Jennifer Lynn Morrell

Jennifer L. Morrell

WAKELY INVESTMENT MANAGEMENT
WAKEFIELD, MA
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CRD#: 6560290
Jennifer Lynn Morrell

Professional summary

Jennifer Lynn Morrell, CFP®, who also goes by Jennifer L Morrell, is a registered financial advisor currently at WAKELY INVESTMENT MANAGEMENT located in Wakefield, Massachusetts.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jennifer has worked at 2 firms .

Core Areas of Focus

Estate & Generational Planning Issues
Investment Advice with Ongoing Management
Retirement Planning & Distribution Rules

Biography

Nevils Financial, LLC is a registered investment advisor firm in the Commonwealth of Massachusetts and in the State of Florida.

Question & Answer

What are your service offerings?
Retirement Income Management
Tax Planning
Comprehensive Financial Planni...
Retirement Planning
Social Security Planning
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Jennifer L Morrell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Lynn Morrell's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2015

Experience

Current

February 7, 2024 - Present

WAKELY INVESTMENT MANAGEMENT

RIA
CRD#: 167206
WAKEFIELD, MA
Past

October 5, 2015 - January 5, 2024

NEVILS FINANCIAL, LLC

RIA
CRD#: 137286
WAKEFIELD, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(4/4/2025)
IAR
Massachusetts
(2/7/2024)

Exams

Current Firm

WI
WAKELY INVESTMENT MANAGEMENT
J WAKELY ADVISORS, LLC | WAKELY INVESTMENT MANAGEMENT

CRD#: 167206 / SEC#:

Florida
Registered Investment Advisory firm - (4/2/2025 Approved)
Louisiana
Registered Investment Advisory firm - (3/27/2025 Approved)
Maine
Registered Investment Advisory firm - (11/17/2025 Approved)
Massachusetts
Registered Investment Advisory firm - (3/20/2013 Approved)
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
One Boston Place Suite 2600, Boston, MA 02108
Mailing Address
Phone number
(617) 850-9091
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts126
AUM (Assets Under Management)$ 83,440,001

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WAKELY INVESTMENT MANAGEMENT

CRD#: 167206Wakefield, MA

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