Jeffery Paul Morgan

Current Employers

Horace Mann Investors, Inc.

1 Horace Mann Plaza, Springfield, IL 62715-0001 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2024-05-16
OR	RA	APPROVED	2018-04-20

WA RA
APPROVED

Since 2024-05-16
OR RA
APPROVED

Since 2018-04-20

Branch Locations

One Horace Mann Plaza, Springfield, IL 62715-0001 • UNITED STATES

8401 Ne Halsey #106, Portland, OR 97220 • 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
Jeff Morgan	Portland	OR	06/2000	Present
Jeff Morgan	Milwaukie	OR	12/2014	08/2017
Cetera Advisors Llc	Denver	CO	03/2016	08/2017
Horace Mann Investors, Inc.	Springfield	IL	09/2017	Present
Horace Mann Companies	Springfield	IL	09/2017	Present

06/2000 → Present

Jeff Morgan

Portland, OR
12/2014 → 08/2017

Jeff Morgan

Milwaukie, OR
03/2016 → 08/2017

Cetera Advisors Llc

Denver, CO
09/2017 → Present

Horace Mann Investors, Inc.

Springfield, IL
09/2017 → Present

Horace Mann Companies

Springfield, IL

Previous Registrations

2016-08-08 → 2017-09-06

Cetera Advisors Llc

Milwaukie, OR

Other Businesses

1. Multiline insurance agent affiliated with Horace Mann Service Corp.; offering property, casualty, health and life products. 2. DUCKS UNLIMITED POSITION: Board Member/Treasurer NATURE: Conservation organization, dedicated to preserving wetlands INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: Portland OR 97202, United States DESCRIPTION: Manage the sales and deposit of admission, donation, and auction revenue sat annual chapter banquet, in association with other members of the TVDU board. 3. Fly Tyer POSITION: Fly Tyer NATURE: Fly-Fishing Retail/Service INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/1996 ADDRESS: Portland OR 97202, United States DESCRIPTION: Tying fishing flies for individuals and commercial clients (primary commercial client is Northwest Flyfishing Outfitters, 10910 NE Halsey St., Portland, OR 97220), giving public demonstrations at conventions, teaching fly tying classes 4. Tutor POSITION: Tutor NATURE: Tutoring middle school, high school, and university students in various subjects, as well as working on college applications/standardized testing. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/14/2014 ADDRESS: 7Portland OR 97202, United States DESCRIPTION: Private In-home Tutoring, Grade 8-College; English, History, Government, Geometry, Trigonometry, Economics NOTARY INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/14/2016 ADDRESS: Portland OR 97202, United States DESCRIPTION: Notarizing signatures and documents upon request as an Oregon Public Notary. Does not charge fee. DOES NOT PROVIDE NOTARY SERVICES TO HMII CLIENTS FOR HMII BUSINESS OR TRANSACTIONS