Unclaimed Profile

James Marc Morris

FMA WEALTH MANAGEMENT, LLC·DUXBURY, Massachusetts

SIE, Series 1, Series 7, Series 63CFPClean record25 years registeredFMA WEALTH MANAGEMENT, LLC

33 RAILROAD AVENUE, DUXBURY, MA 02332CRD# 705495Firm CRD# 313049

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Marc Morris · DUXBURY, MA

Registration

CRD #705495 · FMA WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

FMA WEALTH MANAGEMENT, LLC

Mar 2021 – present

FSA WEALTH MANAGEMENT, LLC

Nov 2019 – Apr 2021

DUXBURY, MA

COMMONWEALTH FINANCIAL NETWORK

Nov 2006 – Nov 2019

DUXBURY, MA

FINANCIAL MANAGEMENT ASSOCIATES, LLC

Jan 2001 – Sep 2020

DUXBURY, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 63

Registration record

First registered · January 1, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FMA WEALTH MANAGEMENT, LLC

CRD 313049 · SEC 801-120645

AUM

$142M

Regulatory assets under management

Employees

435 client accounts

Services offered by FMA WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FMA WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does James Marc Morris offer?

James Marc Morris specializes in Financial Planning, Investment Management. Contact their office in DUXBURY, Massachusetts for a consultation.

What are James Marc Morris's credentials?

James Marc Morris holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Marc Morris located?

James Marc Morris is based in DUXBURY, Massachusetts, working with FMA WEALTH MANAGEMENT, LLC. Their office serves clients in the DUXBURY metropolitan area and surrounding communities.

How does James Marc Morris charge for services?

James Marc Morris's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FMA WEALTH MANAGEMENT, LLC?

FMA WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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