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Jeffrey Seth Morrison

Lifemark Securities Corp.

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About Jeffrey Seth Morrison

Jeffrey Morrison is a financial advisor registered with Lifemark Securities Corp. Jeffrey has been working in the financial industry since 1999. Jeffrey has experience in providing investment advice to individuals and has a specialization in securities, insurance, and financial planning. Jeffrey holds the Series 6, 7, 63, 65, and SIE licenses. In addition to financial advising, Jeffrey also operates Classic Benefit Planners, LTD. and is an independent insurance agent.

Firm Information

Jeffrey Morrison is currently registered with Lifemark Securities Corp.. Lifemark Securities Corp. is a registered investment advisor headquartered in Rochester, NY. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They have 86 licensed agents, investment advisor representatives, and registered representatives who manage $246,107,839 in assets for 1,231 accounts. They are registered with the SEC and in all 50 states.
Lifemark Securities Corp.

400 WEST METRO PARK

ROCHESTER, NY 14623

$246.11M

Assets Under Management

780

Total Clients

135

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Morrison’s Registration & Firm History

NJ

09/11/2009 - Present

Lifemark Securities Corp. (LIVINGSTON NJ)

PA

12/11/2001 - 02/17/2005

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

DE

09/28/2000 - 12/21/2001

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

NY

04/13/1999 - 10/05/2000

AXA ADVISORS, LLC (NEW YORK NY)

NY

04/13/1999 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/05/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/09/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2000

Series 7 - General Securities Representative Examination

BC

Issued 04/08/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey Seth Morrison. Review regulatory record here.
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