Jim is the managing director of the J.M. Morris Capital Management division of Financial Management Associates, LLC, an SEC-registered investment advisory firm. He has provided fee-only investment management and customized financial planning services since 1976 and is also a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser. He has provided these professional services to individuals, families, closely held businesses, estates and trusts, retirement plans, non-profit organizations, and other professionals throughout the United States and the Bahamas.

Jim earned his B.S. degree in accounting, finance, and business from Syracuse University. He also participates in ongoing accredited continuing education in investments, financial planning, finance, accounting, business, and taxation. He is a member of the Financial Planners Association, Institute of Certified Financial Planners, International Board of Standards & Practices for Certified Financial Planners, the MACFP, the National Association of Life Underwriters, and has been admitted to the Registry of Financial Planning Practitioners. He is a licensed broker in life, accident, health, property, and casualty insurance. He is also a registered representative of Commonwealth Financial Network. Jim is a Certified Financial Planner.

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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