Jeffery Morgan, financial advisor Portland OR

Jeffery Morgan

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jeffery P. Morgan
Phone Number: 217-789-2500
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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