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Jeff Morris, ChFC®

Jeff Morris, ChFC®

District Sales Manager

Followers of Jeff Morris, ChFC®931 followers
location of Jeff Morris, ChFC®Atlanta Metropolitan Area

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  • Timeline

  • About me

    Program Management | Project Manager | Adviser

  • Education

    • Johnson & Wales University

      -
      Bachelor of Science - BS Hospitality Administration/Management

    • The American College of Financial Services

      -
      Chartered Financial Consultant (ChFC)

  • Experience

    • ADP

      Oct 1997 - Jun 2003
      District Sales Manager

      Successfully sold HR, Payroll & Employee Benefits SaaS solutions.

    • WZ Franchise Corporation (Wing Zone)

      Sept 2003 - Jan 2008
      Franchise Owner

      Profitably owned and operated restaurant franchise.

    • Mutual of Omaha

      Jun 2008 - Apr 2013
      Independent Insurance Agent

      Provided insurance and financial service solutions to individuals and small and medium-sized enterprises.

    • WealthSpan Financial Group

      May 2013 - Dec 2016
      Registered Representative

      Provided a full suite of insurance and financial service solutions to individuals and small and medium-sized enterprises.

    • CPA Allies

      Feb 2017 - now
      Chartered Financial Consultant

      Provides CPA firms and finance professionals with investment, retirement, and financial planning solutions.

    • UGA SBDC at Kennesaw State University

      Sept 2020 - Nov 2022
      Business Consultant

      Delivered high value consulting and educational resources to entrepreneurs and SMBs.

    • Invest Atlanta

      Dec 2021 - Nov 2024
      Program and Special Projects Manager

      Develop and manage projects that improve the economic conditions of entrepreneurs and small businesses.

  • Licenses & Certifications

    • Series 65

      FINRA

    • Chartered Financial Consultant®

      The American College of Financial Services
      Dec 2023
      View certificate certificate

  • Volunteer Experience

    • Board Member

      Issued by The Georgia Society of CPAs
      The Georgia Society of CPAsAssociated with Jeff Morris, ChFC®

    • Past Chapter President

      Issued by National Association of Black Accountants (NABA)
      National Association of Black Accountants (NABA)Associated with Jeff Morris, ChFC®