ABOUT US | J.M. Morris Capital Management



Jimmy Morris

Managing Director of J.M. Morris Capital Management

Jimmy is a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®, a Registered Investment Adviser. He has provided investment management and customized financial planning services since 1976. Advisory services offered by Financial Management Associates, LLC are separate and unrelated to Commonwealth.  Jimmy earned a BS in accounting from the business school at Syracuse University. He has also earned the CERTIFIED FINANCIAL PLANNERTM certification and the AIF® designations.

He provides professional services to:
  • Individuals
  • Families
  • Closely held businesses
  • Estates and trusts
  • Retirement plans
  • Nonprofit organizations
  • Endowments
  • Professionals throughout the United States

Designations and Registrations

  • Series 1
  • Series 7
  • Series 63
  • Life, Accident, Health, Variable Annuity, and Property-Casualty licensed
  • CERTIFIED FINANCIAL PLANNERTM professional
  • Accredited Investment Fiduciary® (AIF®)

Affliations

  • Certified Financial Planner® Board of Standards, Inc.
  • Member of the Financial Planning Association
  • National Association of Life Underwriters

In his free time, Jimmy is an avid martial artist and enjoys teaching two forms of Chinese Martial Arts, Tai Chi Chuan and Baguazhang, as well as Modern Arnis, a martial art and sport of the Philippines. He also enjoys skiing, sailing, and music—in particular, playing the piano and recorder.


Contact Information
J.M. Morris Capital Management
A Division of Financial Management Associates, LLC
33 Railroad Avenue, Suite 2
Duxbury, MA  02332-3879
Phone: 781-934-7880
Fax: 781-934-8220
E-Mail: jmmorris@fmallc.com


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This communication strictly intended for individuals residing in the states of AK,AL,AZ,CA,CT,DC,FL,GA,IL,MA,ME,NC,NH,NJ,NY,OR,PA,RI,VT,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities offered through Commonwealth Financial Network®.
Member FINRA, SIPC.
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