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Zachary Aaron Morris

Paces Ferry Wealth Advisors, LLC

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About Zachary Aaron Morris

Zachary Morris is a financial advisor with Paces Ferry Wealth Advisors, LLC, located in Atlanta, GA. Zachary has been in the industry for 7 years and is licensed to provide investment advice in Georgia. He is a Certified Financial Planner (CFP®). Zachary previously worked at J.P. Morgan Securities LLC. Zachary specializes in providing financial advice to individuals, families, and small businesses. He is also experienced in helping clients with retirement planning, college savings, and estate planning. Zachary Morris is committed to providing his clients with personalized financial advice that is tailored to their specific needs and goals.

Firm Information

Zachary Morris is currently registered with Paces Ferry Wealth Advisors, LLC. Paces Ferry Wealth Advisors, LLC is a Registered Investment Advisor headquartered in Atlanta, GA. The firm manages approximately $361 million in assets for 619 clients, with a focus on individual and institutional investors. Their services include financial planning, portfolio management, and pension consulting.
Paces Ferry Wealth Advisors, LLC

2849 PACES FERRY ROAD, SUITE 660

ATLANTA, GA 30339

$361.25M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Zachary Morris’s Registration & Firm History

GA

07/17/2019 - Present

Paces Ferry Wealth Advisors, LLC (ATLANTA GA)

GA

06/23/2011 - 10/02/2018

J.P. MORGAN SECURITIES LLC (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 07/13/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Aaron Morris.
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