Jeffery
Morgan

Horace Mann Investors, Inc

CRD#6613622
Investment Advisor
in Portland, OR

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About this Advisor

Jeffery Morgan is a financial advisor who works out of Portland, Oregon with a total of 5 years of industry experience. Morgan is an advisor for Horace Mann Investors, Inc. During their career, Morgan has held roles at Jeff Morgan, Cetera Advisors LLC, Horace Mann Investors, Inc, Horace Mann Companies, Family Thrift Center (Ftc) Express, Reading Results and Upward Bound/Immigrant Refugee Community Organization. Morgan holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Oregon. Horace Mann Investors, Inc is a company based out of Springfield, IL. The firm has offices in 72 locations and a total of 74 financial advisors. Horace Mann Investors, Inc provides selection of other advisers. Financial management fees largely depend on which services are provided. Fee types charged by Horace Mann Investors, Inc typically consist of other fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

Portland, OR

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Horace Mann Investors, Inc Brokerage Details

Total Number of Employees

74

OR Average: 44

Investment Advisory Services

  • Selection of other advisers

Jeffery Morgan Work History

Jeffery has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Horace Mann Investors, Inc

2017 - Present (7 years)

Horace Mann Companies

2014 - Present (10 years)

Jeff Morgan

2000 - Present (24 years)

Jeff Morgan

1996 - Present (28 years)

Jeff Morgan

2016 - 2017 (1 year)

Cetera Advisors LLC

2014 - 2017 (3 years)

Jeff Morgan

2014 - 2015 (1 year)

Reading Results

2014 - 2015 (1 year)

Upward Bound/Immigrant Refugee Community Organization

2013 - 2014 (1 year)

Family Thrift Center (Ftc) Express

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffery Morgan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Horace Mann Investors, Inc

Robert Herbert
West Chester, OH
Cassandra Stiff
Marietta, GA
David Allen
Aurora, CO
David Peck
Fresno, CA
William Burris
Springfield, IL
John Crager
Saint Petersburg, FL
Jessica Mcantire
Springfield, IL
Kimberly Felty
Selinsgrove, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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