Edward Jones - Financial Advisor: James F Morrison III, CFP®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investing

About

James Morrison is a Certified Financial Planner (CFP®) and financial advisor based in Bradenton, Florida. He provides personalized financial planning and investment guidance to individuals and families in the local community. His services include retirement planning, education savings strategies, and tax-efficient investing. James is dedicated to helping clients achieve their financial goals through face-to-face consultations.

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