Collette A Morgan

Employer firm

Allstate Financial Advisors, LLC CRD 109524

$142M regulatory AUM

Reported services (Item 5G)

• 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

• 10/2012 → 03/2022
  J.P. Morgan Securities Llc
  Farmingville, NY
• 04/2013 → 11/2022
  Ncbw 100 Suffolk County
  Mount Sinai, NY
• 01/2018 → 03/2022
  Jp Morgan Chase Bank, N.A.
  Farmingville, NY
• 03/2022 → 03/2024
  Ca Morgan Enterprises
  Mount Sinai, NY
• 11/2022 → Present
  Allstate Insurance Co
  Northbrook, IL
• 12/2022 → Present
  Allstate Financial Services, Llc
  Lincoln, NE
• 12/2022 → Present
  Allstate Financial Advisors, Llc
  Lincoln, NE
• 03/2024 → Present
  Linda Heckathorn Agency
  Deer Park, NY

Previous Registrations

• 2012-10-01 → 2022-03-28
  J.P. Morgan Securities Llc
  Farmingville, NY
  Farmingville, NY
  Port Jefferson, NY
  Shirley, NY
  Shirley, NY
  Medford, NY
  Port Jefferson, NY
• 2011-10-04 → 2012-10-01
  Chase Investment Services Corp.
  Farmingville, NY
  Port Jefferson, NY
  Farmingville, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-10-03
• S63 Uniform Securities Agent State Law Examination
  2000-06-23

Other Names

• Collette Ann Marie Epps
• Collette Epps
• Collette Annmarie Epps
• Collette A Morgan-King
• Collette Annmarie Morgan-King
• Collette Annmarie Morgan
• Collette Ann Marie Morgan