Investment adviser representative · CPA Allies, LLC
Jeffrey C. Morris
CRD 5936489 · Atlanta, GA
At a glance
Jeffrey C. Morris is an investment adviser representative with CPA Allies, LLC in Atlanta, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffrey’s SEC record dates to 2016, about 9 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- CPA Allies, LLCSince January 2017Atlanta, GA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2016 (9 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Jeffrey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.