Jeffery MorganCRD Number: 6613622
Current Firm: Horace Mann Investors, Inc.
Jeffery Morgan (CRD# 6613622) is an Investment Advisor Representative working at Horace Mann Investors, Inc. in Portland, OR and has over 5 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Securities America Advisors, Inc.
|Horace Mann Investors, Inc.||Springfield, IL||Sep 2017 - Current||4|
|Horace Mann Companies||Springfield, IL||Sep 2017 - Current||4|
|Jeff Morgan||Portland, OR||Oct 2014 - Current||7|
|Jeff Morgan||Portland, OR||Jun 2000 - Current||21|
|Jeff Morgan||Portland, OR||Apr 1996 - Current||25|
|Cetera Advisors LLC||Denver, CO||Mar 2016 - Aug 2017||1|
|Jeff Morgan||Milwaukie, OR||Dec 2014 - Aug 2017||2|
|Upward Bound/immigrant Refugee Community Organization||Portland, OR||Sep 2014 - Jul 2015||< 1|
|Reading Results||Portland, OR||Sep 2014 - Jun 2015||< 1|
|Family Thrift Center (ftc) Express||Scottsbluff, NE||Nov 2013 - Apr 2014||< 1|
|Western Nebraska Community College||Scottsbluff, NE||Aug 2012 - Dec 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2016|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WI, WV, WY
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