Jennifer Morrison
Investment adviser representative at Acumen Wealth Advisors, LLC
13 yearsExperience
1 stateRegistered in
$638.5MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Acumen Wealth Advisors, LLCMar 2024 to now
- Regions BankMar 2023 to Mar 2024
- UnemployedJun 2022 to Mar 2023
- PronvestAug 2021 to Jun 2022
- Edward JonesOct 2018 to Aug 2021
- Tennessee Valley AuthorityApr 2013 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TN).
Acumen Wealth Advisors, LLC
$638.5MAssets managed
303Clients
12Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7024281
- Firm CRD
- 282565