John Edgar Morrill

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1996 → 09/2017
  Security Life Of Denver Insurance Compan
  Denver, CO
• 09/2014 → 09/2017
  Voya American Equities
  Denver, CO
• 09/2017 → Present
  Nfg Brokerage
  Evergreen, CO
• 03/2019 → 10/2021
  Stephen A. Kohn & Associates, Ltd.
  Lakewood, CO
• 06/2019 → Present
  Jem Strategies, Llc
  Evergreen, CO
• 04/2022 → 02/2026
  Life Strategies
  Evergreen, CO
• 08/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2024 → 02/2026
  Global Succession Planning
  Evergreen, CO

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/1992 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: NFG ADVISORS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 08/2022 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: JEM STRATEGIES, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/2019 POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: FIXED INSURANCE ACTIVITIES INCLUDING PREMIUM FINANCING 4. NAME OF OTHER BUSINESS: NFG BROKERAGE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: WHOLESALING OF FIXED INSURANCE PRODUCTS START DATE: 09/2017 POSITION/TITLE/RELATIONSHIP: SENIOR VICE PRESIDENT APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: WORK WITH OTHER ADVISORS AND AM PAID AN OVERRIDE WHEN THEY SELL INSURANCE PRODUCTS;

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-04-23

Designations

• Chartered Financial Consultant