Zachary
Morris
Paces Ferry Wealth Advisors, LLC
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About this Advisor
Zachary Morris is a certified financial planner operating in Atlanta, Georgia, who has 4 years of industry experience. Morris currently works for Paces Ferry Wealth Advisors, LLC. The advisor has gained experience at J.P Morgan Chase Bank, J.P Morgan Securities LLC, Paces Ferry Wealth Advisors, LLC and Tru Independence Asset Management, LLC. Morris holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Georgia. Paces Ferry Wealth Advisors, LLC is a financial advisory company based in Atlanta, GA. It controls $289 million in assets among its 593 client accounts, making it one of the mid-sized firms in the country by assets under management. The firm advises five charitable organizations. Of its 593 customer accounts, 62% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Paces Ferry Wealth Advisors, LLC offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advice typically vary depending on the type of services. However, fee types charged by Paces Ferry Wealth Advisors, LLC likely consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Paces Ferry Wealth Advisors, LLC Brokerage Details
$289,169,876
5
593
$487,639
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
Zachary has been registered as a financial advisor for 4 years.*
Paces Ferry Wealth Advisors, LLC
Tru Independence Asset Management, LLC
J.P Morgan Chase Bank
J.P Morgan Securities LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.