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Advisors / Florida / Ponte Vedra
9yrs

Christopher Morrison

Financial advisor at AE Wealth Management

Based in Ponte Vedra, Florida, Christopher Morrison is a fiduciary financial advisor with 9 years of industry experience. Christopher joined AE Wealth Management in 2019, after a year at IMG Wealth Management and less than a year at Planmember Securities. AE Wealth Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 86 advisors with offices in Ponte Vedra, and one of 82 fiduciaries.

Ponte Vedra, FL 32081Fiduciary advisor

At a glance

Experience9 years (since 2017)
How that compares ?More experience than 52% of advisors at AE Wealth Management
Office360 Town Plaza Ave Suite 340, Ponte Vedra, FL 32081
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$387,358
Advisors at the firm460
States licensed ?1 state

Services through AE Wealth Management

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2019 – now
  2. Oct 2017 – Jan 2019
  3. May 2017 – Sep 2017

Questions to ask Christopher

Tailored to Christopher’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Christopher

How do I contact Christopher?

Call AE Wealth Management at (866) 363-9595 and ask for Christopher Morrison. Christopher works from the Ponte Vedra, FL office.

How long has Christopher been a financial advisor?

Christopher has been in the industry since 2017, about 9 years. More experience than 52% of advisors at AE Wealth Management.

What licenses does Christopher hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Christopher a fiduciary?

Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Christopher paid?

AE Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Christopher for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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