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Jeffery Paul Morgan

Horace Mann Investors, Inc.

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About Jeffery Paul Morgan

Jeffery Morgan is an investment advisor representative associated with Horace Mann Investors, Inc. based in Portland, OR. Jeffery Morgan has been in the securities industry for over 17 years. Jeffery Morgan has registrations in Oregon and Washington and has been registered with the Securities and Exchange Commission (SEC) since 2016. Jeffery Morgan's firm, Horace Mann Investors, Inc., offers a variety of investment services, including financial planning and portfolio management.

Firm Information

Jeffery Morgan is currently registered with Horace Mann Investors, Inc.. Horace Mann Investors, Inc., a Corporation, is a registered investment advisor with the SEC and in all 50 states. Founded in 1957, the firm offers investment advisory services including selection of other advisors. Horace Mann Investors, Inc. serves individuals other than high-net-worth, with total assets under management of $62,122,049 across 498 non-discretionary accounts. The firm's main office is located in Springfield, IL.
Horace Mann Investors, Inc.

ONE HORACE MANN PLAZA

SPRINGFIELD, IL 62715-0001

$62.12M

Assets Under Management

Not reported

Total Clients

372

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Percentage of assets under third party investment management

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Jeffery Morgan’s Registration & Firm History

OR

05/16/2024 - Present

Horace Mann Investors, Inc. (Portland OR)

OR

05/23/2016 - 09/06/2017

CETERA ADVISORS LLC (MILWAUKIE OR)

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Licenses & Designations

BOTH

Issued 08/05/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffery Paul Morgan.
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