Chfc® James Morris

James Morris is currently the Director of Compliance - Producer Activities at AmeriLife since December 2022. Prior to this, James held various compliance roles in companies such as The Leaders Group, Inc., Allianz, National Planning Corporation, Cantella, State Street, and Moors & Cabot. James has a Bachelor of Science degree in Finance from California State University, Northridge, and has certifications such as Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) from The American College of Financial Services.