Zachary
Morris
Paces Ferry Wealth Advisors, LLC
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About this Advisor
Zachary Morris is a financial advisor based in Atlanta, Georgia, working with Paces Ferry Wealth Advisors, LLC. Zachary has previously held positions at J.P Morgan Chase Bank, J.P Morgan Securities LLC, Paces Ferry Wealth Advisors, LLC, and Tru Independence Asset Management, LLC. Zachary has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Zachary is part of Paces Ferry Wealth Advisors, LLC, which operates out of Atlanta, Georgia. The firm has 6 employees and manages assets totaling $361.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Paces Ferry Wealth Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Paces Ferry Wealth Advisors, LLC Brokerage Details
$361,254,493
6
619
$583,610
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Zachary Morris Work History
Paces Ferry Wealth Advisors, LLC
Tru Independence Asset Management, LLC
J.P Morgan Chase Bank
J.P Morgan Securities LLC
Disclosures
Please visit the SEC profile of Zachary Morris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Paces Ferry Wealth Advisors, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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