Jason Stephen Morrow

Current Employers

Employment History

• 01/2015 → 03/2025
  Cuso Financial Services, L.P.
  San Diego, CA
• 03/2025 → Present
  Osaic Wealth, Inc
  Allentown, PA

Previous Registrations

• 2015-01-06 → 2025-03-06
  Cuso Financial Services, L.P.
  Bethlehem, PA
  San Diego, CA
  Bethlehem, PA
  Easton, PA
  Bethlehem, PA
  Allentown, PA
• 2011-08-25 → 2015-01-02
  Citizens Securities, Inc.
  Wayne, PA
  Devon, PA
  Blue Bell, PA
  Blue Bell, PA
  Aldan, PA
  Folsom, PA
  North Wales, PA
• 2010-05-04 → 2011-08-15
  Lpl Financial Llc
  Fort Mill, SC
  Emmaus, PA
  Allentown, PA
  Trexlertown, PA
• 2008-06-09 → 2010-05-05
  Cetera Investment Services Llc
  Allentown, PA
  Emmaus, PA
  Emmaus, PA
  Malvern, PA

Other Businesses

1. TUCKED AWAY POSITION: Short Term Rental NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 28-15, Estate Calabash Boom VI 00830, United States DESCRIPTION: My wife and I own this property which is a short term rental property that guests rent from us, usually, 1 week at a time. We utilize the services of a third party which aids in the management of the property and the business. 2. QUANTUM FINANCIAL MANAGEMENT - INSURANCE BROKERAGE POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/07/2025 ADDRESS: 1605 N. Cedar Crest Blvd, Suite 504, Allentown PA 18104, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 3. QUANTUM FINANCIAL MANAGEMENT POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/07/2025 ADDRESS: 1605 N Cedar Crest Blvd, Ste 504, Allentown PA 18104, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-05
• S63 Uniform Securities Agent State Law Examination
  2002-02-25