Jeffrey Peter Morand

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/1981 → Present
  J P Morand & Company
  Englewood, CO
• 01/1999 → Present
  Jpm Rental Property
  Englewood, CO
• 08/2008 → 12/2018
  United Planners' Financial Services
  Scottsdale, AZ
• 08/2013 → 12/2018
  Rice Brown Financial Services
  Engelwood, CO
• 01/2004 → Present
  College Funding Coach.COm
  Englewood, CO
• 01/2019 → Present
  Independent Financial Group
  Englewood, CO
• 06/2023 → Present
  Jp Morand Success Coach
  Englewood, CO

Previous Registrations

• 2013-08-30 → 2019-12-31
  Rice Brown Financial Services
  Englewood, CO
• 2008-08-19 → 2013-08-15
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
  Englewood, CO
  Colorado Springs, CO
• 2007-06-29 → 2008-08-28
  Hfg Advisors
  Centennial, CO
• 2000-10-12 → 2007-05-23
  Voya Financial Advisors, Inc.
  Englewood, CO
  Englewood, CO

Other Businesses

(1) INSURANCE AGENT POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1981 ADDRESS: 6500 South Quebec Street, Suite 300, Englewood CO 80111, United States DESCRIPTION: CO INSURANCE AGENT PROVIDNG VARIOUS TYPES OF INSURANCE (2) RENTAL PROPERTY POSITION: Owner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2000 ADDRESS: 6500 South Quebec Street, Suite 300, Englewood CO 80111, United States DESCRIPTION: 100% RENTAL PROPERTY OWNER (3) JP MORAND & COMPANY POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 01/01/1981 ADDRESS: 6500 South Quebec Street, Suite 300, Englewood CO 80111, United States DESCRIPTION: 50% OWNER OF DBA JP MORAND & COMPANY USED FOR MARKETING PURPOSES SINCE 1980. INVESTMENT RELATED. 99% OF TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD. (4) COLLEGE FUNDING COACH (AKA)- JP Morand College Planning POSITION: Agent/Representative NATURE: Teaching/Coaching INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/02/2019 ADDRESS: 6500 South Quebec Street, Suite 300, Englewood CO 80111, United States DESCRIPTION: Help students with a majors, choice of schools and how to pay for college and career placement. (5) JP MORAND SUCCESS COACH POSITION: Independent Contractor NATURE: Consulting Services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/19/2023 ADDRESS: 6500 South Quebec Street, Suite 300, Englewood CO 80111, United States DESCRIPTION: Success coach: Guide and supports individuals and businesses in achieving their personal and professional goals. Provide guidance, motivation, goal setting and marketing plans to help meet those personal and business goals. And to help blend personal and business goals to complement each other. (6) JP MORAND & COMPANY THE CENTER FOR RETIREMENT READINESS POSITION: Marketing purposes. Clients and prospects. NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/19/2025 ADDRESS: 6500 So Quebec St, Suite 300, Englewood CO 80111, United States DESCRIPTION: Agreement to be able to use the logo and name for marketing purposes. Only duties or responsibilities will be to not change the name or logo in any way. And be respectful to the meaning and purpose..

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-11-10
• S63 Uniform Securities Agent State Law Examination
  1986-05-08

Other Names

• Jeff Morand