Justin Tyler Morris

Current Employers

Employment History

• 08/2019 → 10/2022
  Pac Res Mortgage
  Salem, OR
• 06/2017 → 08/2019
  American Hose And Equipment
  Lake Oswego, OR
• 10/2022 → 02/2023
  Voya Financial Advisors
  Portland, OR
• 03/2023 → Present
  Voya Financial Advisors
  Portland, OR
• 09/2013 → 06/2017
  Canby High School
  Canby, OR
• 06/2023 → Present
  Water Tower Financial
  Portland, OR

Other Businesses

Fixed Insurance POSITION: Independent Insurance Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/27/2022 ADDRESS: 7700 Mills Civic Parkway, West Des Moines IA 50266, United States DESCRIPTION: Sales of Fixed insurance products JUSTIN MORRIS POSITION: Independent Insurance Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/27/2022 ADDRESS: 6500 S Macadam Ave Suite 125, Portland OR 97239, United States DESCRIPTION: Sales of Fixed insurance products WATER TOWER FINANCIAL POSITION: Paraplanner (IAR with VFA) NATURE: Primarily paraplanning, records maintenance, and customer assistance. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 06/01/2023 ADDRESS: 6500 S Macadam Ave Suite 125, Portland OR 97239, United States DESCRIPTION: With Paraplanning I am assisting with data entry of financial information that is used to generate the financial plan. With records maintenance I upload signed paperwork into Docupace to digital record retention. Customer assistance I help with withdrawal requests, questions about their accounts, and assist with coordinating required paperwork for account openings.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-02