Jennifer Morrell
Wakely Investment Management · Boston, Massachusetts
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.
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Facts
| Firm | Wakely Investment Management |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $86.7M across 130 accounts |
| Credentials | BS · CFP |
| SEC registration | Investment adviser representative in FL, MA · CRD 6560290 |
| Firm size | 3 employees |
| Disclosures | None reported |
How Jennifer's firm compares
- Wakely Investment Management's average account is about $667,000, from its Form ADV (assets managed divided by 130 accounts).
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Questions about Jennifer
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.
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
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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