James Morris, financial advisor Duxbury MA

James Morris

CRD Number: 705495
Current Firm: Fma Wealth Management, LLC

James Morris (CRD# 705495) is an Investment Advisor Representative working at Fma Wealth Management, LLC in Duxbury, MA and has over 42 years of experience in the finance industry. James Morris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fma Wealth Management, LLC Duxbury, MA Mar 2021 - Current 1
Fsa Wealth Management, LLC Duxbury, MA Nov 2019 - Current 2
Jm Morris & Associates Duxbury, MA Jan 1976 - Current 46
Financial Management Associates, LLC Duxbury, MA Oct 2000 - Sep 2020 19
Commonwealth Financial Network Waltham, MA Jan 1980 - Nov 2019 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1980
Contact Info for James M. Morris
Phone Number: 781-934-7880
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    157
    MILLIONS
  • Total Number of Accounts
    434
    ACCOUNTS
  • Average Account Value
    $360,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, MA, NH, NY

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