Zachary Aaron Morris

Employer firm

Paces Ferry Wealth Advisors, LLC CRD 300057

$491M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → 09/2018
  J.P Morgan Chase Bank
  Atlanta, GA
• 06/2011 → 09/2018
  J.P Morgan Securities Llc.
  New York, NY
• 09/2018 → 01/2019
  Tru Independence Asset Management, Llc
  Portland, OR
• 01/2019 → Present
  Paces Ferry Wealth Advisors, Llc
  Atlanta, GA

Previous Registrations

• 2018-09-20 → 2019-06-27
  Tru Independence Asset Management, Llc
  Atlanta, GA
• 2011-07-19 → 2018-10-02
  J.P. Morgan Securities Llc
  Atlanta, GA

Other Businesses

Entity Name: Morris Family Investments Investment related: Yes Address: Atlanta, GA Nature of the other business: Real Estate Position/Title/Relationship: Silent Investor/Beneficiary Start Date: 10/18/2010 Approximate # of hours a month: 0 hours of company time Approximate # of hours during securities hours: 0 Briefly describe your duties: None Entity Name: Bodhi Tree Investments, LLC Investment Related: Yes Address: 2849 Paces Ferry Road SE, Atlanta, GA 20220 Nature of the other business: Holds Equity in Paces Ferry Wealth Position: Investor Start Date: 1/1/2019 Approximate # of hours a month: 0 hours per month, 0 hours during securities trading hours Duties: None

Exams

• S66 Uniform Combined State Law Examination
  2011-07-13

Designations

• Certified Financial Planner

Other Names

• Zachary Morris