James E. Morrison CFP®


Jim graduated from The Ohio University in 1973 with a Bachelor of Business Administration (cum laude) in Economics. Jim entered the financial services profession in 1984 and the Certified Financial Planner™ certification in 1994. Jim is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with AA Financial Advisors, LLC.

Jim and M’Lou have been married for over 50 years. They have a daughter and a son, and three granddaughters.