# Jennifer Morrell

> Jennifer Morrell is a fee-only financial advisor at Wakely Investment Management in Boston, Massachusetts, who holds the BS and CFP credentials. Wakely Investment Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jennifer-morrell/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Wakely Investment Management
- **Based in:** Boston, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $86.7M across 130 accounts
- **Credentials:** BS, CFP
- **CRD:** 6560290 (https://adviserinfo.sec.gov/individual/summary/6560290)
- **SEC registration:** Investment adviser representative in FL, MA
- **Firm size:** 3 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Jennifer Morrell a fee-only financial advisor?

Yes. Jennifer Morrell is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jennifer's firm.

### How does Jennifer charge for financial advice?

Jennifer's firm, Wakely Investment Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jennifer Morrell based?

Jennifer Morrell is based in Boston, Massachusetts.

### What credentials does Jennifer Morrell hold?

Jennifer Morrell holds the BS and CFP credentials.

### Is Jennifer Morrell registered with the SEC?

Yes. Jennifer Morrell is registered as an investment adviser representative in FL and MA (CRD 6560290), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Wakely Investment Management manage?

Wakely Investment Management reports $86.7M across 130 accounts in assets under management.

### How do I contact Jennifer Morrell?

Contact details aren't on file yet. Search for Wakely Investment Management.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/50914): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.