Benjamin John Morgan

Current Employers

Employment History

• 11/2016 → Present
  Ohio National
  Santa Ana, CA
• 01/2018 → 01/2022
  The O.N. Equity Sales Company
  Cincinnati, OH
• 01/2015 → Present
  Jade Stone Properties Llc
  Garden Grove, CA
• 03/2022 → Present
  Packerland Brokerage Services
  Green Bay, WI

Previous Registrations

• 2018-05-04 → 2022-02-09
  On Investment Management Co
  Orange, CA

Other Businesses

1) Jade Stone Properties LLC; not investment related; 10581 Sennit Ave, Garden Grove CA 92843; real estate; member; 01/01/2015-present; 0 hours/month(0 during market hours); family residential real estate business, no active involvement. 2). Building Trades Network; not investment related; 2109-C S Wright St, Santa Ana, CA 92705; Non-profit Construction Trades Networking Group; 02/01/2022-persent; 2 hours/month (1 during market hours). 3) QX Financial; 500 N State College Blvd., Suite 1100, Orange, CA 92868; Agent; 01/01/2017-present; 170 hours/month( 80 during market hours); sale of life insurance, disability insurance, long term care insurance, health insurance and fixed and indexed annuities. Some sales of life insurance would be engaging in the sale of policies involving premium financing and/or the collateral assignment of policies by the clients through outside lenders or banking institutions not associated with the Financial Adviser. Merlin Financial Services, Inc DBA Merlin Financial 10581 Sennit Ave Garden Grove CA, 92843 United States Phone Number: 7145592552 Delivers online training courses, for professionals in financial services; in the field of human relations, effective communication, effective speaking, memory improvement, effective presentations, problem-solving, conflict resolution, diversity and inclusion, stress control, time management, personnel and customer relations, business management, development of courage, self-confidence and leadership abilities, selling skills and other business skills. Provides direct training and support services to professionals in financial services including the above services; and in addition to the above services; fractional office administrators, that manage the submission and processing of paperwork provided to the company???s Broker-Dealer (Packerland Brokerage Services, Inc.) for persons appointed to the Broker-Dealer, and product and service providers including, insurance companies, annuity companies, investment companies, custodians, banks, accountants, and tax professionals; pre-approved marketing materials, electronically accessible tools, systems, and processes for the effective acquisition and servicing of their clients. Start date: 11/01/2023 Business Address: 10581 Sennit Ave Garden Grove CA 92843 Website under construction: https://merlinfinancial.net/ Hours devoted to this activity per month: 20 Ownership interest: 100% Investment related: Yes

Exams

• S66 Uniform Combined State Law Examination
  2018-04-30

Other Names

• Benjamin Morgan