Jake Morris
Fun Financial · Rhinebeck, New York
Jake Morris is a fee-only financial advisor at Fun Financial in Rhinebeck, New York, who holds the CFP credential.
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Facts
| Firm | Fun Financial |
|---|---|
| Based in | Rhinebeck, New York |
| Credentials | CFP |
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Questions about Jake
Is Jake Morris a fee-only financial advisor?
Yes. Jake Morris is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only).
Where is Jake Morris based?
Jake Morris is based in Rhinebeck, New York.
What credentials does Jake Morris hold?
Jake Morris holds the CFP credential.
How do I contact Jake Morris?
Contact details aren't on file yet. Search for Fun Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Directory listing last checked April 21, 2026.
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