Jeffrey Seth Morrison

Employer firm

Lifemark Securities Corp. CRD 16204

$425M regulatory AUM 380 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 02/2005 → Present
  Lifemark Securities Corp.
  Rochester, NY
• 02/2005 → Present
  Independent Insurance Agent
  Livingston, NJ
• 02/2005 → Present
  Classic Benefit Planners, Ltd.
  Massapequa Park, NY
• 02/1973 → Present
  Attorney
  Livingston, NJ

Other Businesses

ALL EMPLOYMENTS AT 10 CHADWICK RD, LIVINGSTON, NJ 07039 ATTORNEY, NOT INVESTMENT RELATED, BEGAN SEPTEMBER 1973, OCCASIONAL LEGAL WORK, 10 HRS/MO & 10 HRS/MO DURING TRADING HRS, PREPARE LEGAL DOCUMENTS/ CLASSIC BENEFIT PLANNERS,LTD, INVESTMENT RELATED,SALES & SERVICE OF LIFE, HEALTH, DISABILITY,LTC & ANNUITIES, PRESIDENT,BEGAN FEBRUARY 2005, 100 HRS/MO & DURING HRS 50 HRS/MO DURING TRADING HRS, SALES & SERVICE AND RUN COMPANY 321 Grover Ave N Massapequa Park, NY 11672./ INDEPENDENT INSURANCE AGENT,INVESTMENT RELATED,SALES & SERVICE OF LIFE, HEALTH, DISABILITY, LTC AND ANNUITIES, PRESIDENT,BEGAN FEBRUARY 2005, INSURANCE AGENT, 100 HRS/MO & DURING HRS 50 HRS/MO DURING TRADING HRS, SALES & SERVICE

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-05
• S63 Uniform Securities Agent State Law Examination
  1999-04-09

Other Names

• Jeffrey Morrison