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 based in Portland, Oregon, working with Horace Mann Investors, Inc. Jeffery has previously held positions at Jeff Morgan, Cetera Advisors LLC, Horace Mann Investors, Inc, Horace Mann Companies, Upward Bound/Immigrant Refugee Community Organization, and Reading Results. Jeffery has passed the Series 66 regulatory exam and is registered to provide services in Oregon and Washington. Currently, Jeffery is part of Horace Mann Investors, Inc, which operates out of Portland, Oregon. The firm has 72 offices and 74 employees. The firm manages assets totaling $62.1 million and offers services including the selection of other advisers. The fee structure at Horace Mann Investors, Inc includes other fees.

Certifications and Registrations

Series 66

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

8401 Ne Halsey #106
Portland, OR 97220

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Horace Mann Investors, Inc Brokerage Details

Total Assets Under Management

$62,122,049

OR Average: $6,674,516,078
Total Number of Employees

74

OR Average: 44
Total Number of Accounts

498

OR Average: 2,564
Average Account Size

$124,743

OR Average: $2,603,165

Investment Advisory Services

  • Selection of other advisers

Jeffery Morgan Work History

2017 - Present (8 years)

Horace Mann Investors, Inc

2017 - Present (8 years)

Horace Mann Companies

2014 - Present (11 years)

Jeff Morgan

2000 - Present (25 years)

Jeff Morgan

1996 - Present (29 years)

Jeff Morgan

2016 - 2017 (1 year)

Cetera Advisors LLC

2014 - 2017 (3 years)

Jeff Morgan

2014 - 2015 (1 year)

Upward Bound/Immigrant Refugee Community Organization

2014 - 2015 (1 year)

Reading Results

Created with Highcharts 6.0.7

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

Todd Hogan
Tampa, FL
Brigido De Leon
Humble, TX
Steven Delisle
Springfield, IL
Tyler Smith
Springfield, IL
Duane Orr
Maryville, TN
Jerry Betzler
Grand Rapids, MN
Jacob Waltrip
Springfield, IL
Aaron Rarick
Indianapolis, IN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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