Jeffery Morgan (CRD# 6613622) is an Investment Advisor Representative working at Horace Mann Investors, Inc. in Portland, OR and has over 7 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Horace Mann Investors, Inc. | Springfield, IL | Sep 2017 - Current | 6 |
| Horace Mann Companies | Springfield, IL | Sep 2017 - Current | 6 |
| Jeff Morgan | Portland, OR | Oct 2014 - Current | 9 |
| Jeff Morgan | Portland, OR | Jun 2000 - Current | 23 |
| Jeff Morgan | Portland, OR | Apr 1996 - Current | 28 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
- OR
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts498ACCOUNTS
-
Average Account Value$124,743
- Other
- 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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