Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Jane Morris is a financial advisor registered with CMA Financial Services. Jessica has been in the financial services industry since 2006 and holds the Series 7, Series 66, and SIE licenses. Jessica has a CFP designation and specializes in portfolio management for individuals and financial planning. Jessica has been with CMA Financial Services since 2016.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
07/05/2016 - Present
CMA Financial Services (ATLANTA GA)
GA
06/27/2012 - 04/25/2016
CAPE SECURITIES INC. (Dunwoody GA)
GA
03/21/2012 - 07/02/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (TUCKER GA)
BOTH
Issued 02/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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