R Jeffrey Jeffrey Morrison

Current Employers

Park Avenue Securities Llc

10 Hudson Yards, New York, NY 10001 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-01

CA RA
APPROVED

Since 2025-01-01

Branch Locations

10080 N. Wolfe Rd Suite Sw3-200, Cupertino, CA 95014 • United States

2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Campus Pathway	Campbell	CA	11/2006	Present
Guardian Life Insurance Company	Cupertino	CA	06/2010	Present
Park Avenue Securities	Cupertino	CA	12/2010	Present

11/2006 → Present

Campus Pathway

Campbell, CA
06/2010 → Present

Guardian Life Insurance Company

Cupertino, CA
12/2010 → Present

Park Avenue Securities

Cupertino, CA

Other Businesses

1. Campus Pathway I wish to continue with college counseling for a smaller number of families so that I can shift my focus in financial planning to the business market. This new focus will reduce the time spent on college counseling to less than 10% of my time. Start: 10/01/2019 Address: 19925 Stevens Creek Blvd Ste 100; Cupertino, CA 95014, Hrs per month - tot/bus: 4/3, Not Investment related, 2. Insurance products other than Guardian, Start Date: 10/10/2025, Address: 1619 Corte de Anna San Jose, CA 95124, 16 total hours/month; 12 during securities trading hours, Investment Related, <10% Annual Compensation,

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-03-07
S63	Uniform Securities Agent State Law Examination	2006-02-11

S65 Uniform Investment Adviser Law Examination

2011-03-07
S63 Uniform Securities Agent State Law Examination

2006-02-11

Other Names

Robert Jeffrey Morrison

View on SEC IAPD