Jessica Morris
CMA Financial Services · Atlanta, Georgia
Jessica Morris is a fee-only financial advisor at CMA Financial Services in Atlanta, Georgia, who holds the CFP credential. Jessica focuses on retirement planning, estate & legacy planning and tax planning. CMA Financial Services reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | CMA Financial Services |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $13.1M across 169 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 5452116 |
| Exams passed | Series 66 (2012) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.cmawizards.com |
How Jessica's firm compares
- CMA Financial Services's average account is about $78,000, from its Form ADV (assets managed divided by 169 accounts).
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Questions about Jessica
Is Jessica Morris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jessica holds no broker registration, and CMA Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jessica charge for financial advice?
Jessica's firm, CMA Financial Services, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jessica Morris based?
Jessica Morris is based in Atlanta, Georgia.
What does Jessica specialize in?
Jessica's specialties include retirement planning, estate & legacy planning and tax planning. Jessica works with retirees and pre-retirees.
What credentials does Jessica Morris hold?
Jessica Morris holds the CFP credential.
Is Jessica Morris registered with the SEC?
Yes. Jessica Morris is registered as an investment adviser representative in GA (CRD 5452116), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CMA Financial Services manage?
CMA Financial Services reports $13.1M across 169 accounts in assets under management.
How do I contact Jessica Morris?
Through Jessica's website, www.cmawizards.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- CMA Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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