Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Morgan is a financial advisor with CreativeOne Wealth, LLC in Overland Park, KS. Jerry has been a registered representative in the financial services industry since 1983. Jerry is licensed to provide investment advice in Arizona. Jerry Morgan is also a licensed insurance agent.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Sub-adviser fees/solicitor fees
1
2
AZ
11/12/2020 - Present
Creativeone Wealth, LLC (Gold Canyon AZ)
AZ
07/31/2009 - 11/10/2023
SORRENTO PACIFIC FINANCIAL, LLC (GOLD CANYON AZ)
AZ
06/26/2003 - 07/31/2009
PARTNERVEST SECURITIES, INC. (GOLD CANYON AZ)
AZ
11/16/1998 - 07/02/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
01/13/1993 - 11/16/1998
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
NA
08/05/1987 - 01/14/1993
TITAN/VALUE EQUITIES GROUP, INC.
CA
11/28/1983 - 01/14/1993
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
01/02/1986 - 08/06/1987
ASSOCIATED PLANNERS SECURITIES CORPORATION
NA
12/18/1981 - 01/25/1984
SECURITY FIRST FINANCIAL, INC.
BOTH
Issued 12/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/11/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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