Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Morton is a financial advisor who has been in the industry since 2009 and currently works for U.S. Bancorp Investments, Inc. Jeffrey has extensive experience in the industry, having held previous roles at MetLife Securities Inc. and LPL Financial LLC, among others. Jeffrey is licensed to provide a range of financial services, including investment advice, portfolio management and financial planning. Jeffrey focuses on providing financial advice to a diverse range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
03/21/2024 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
MN
01/12/2017 - 11/29/2019
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NC
03/23/2015 - 03/24/2016
METLIFE SECURITIES INC. (CHARLOTTE NC)
NC
03/18/2015 - 03/24/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NY
06/13/2014 - 03/12/2015
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NC
04/03/2014 - 05/19/2014
LPL FINANCIAL LLC (CHARLOTTE NC)
NY
02/02/2013 - 03/21/2014
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NC
09/23/2009 - 08/14/2012
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
11/07/2008 - 04/19/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BOTH
Issued 05/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/06/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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