James Richard Morton

Current Employers

Employment History

• 05/2008 → 06/2024
  Securities America, Inc.
  Kirksville, MO
• 11/2014 → Present
  Usadvisors Wealth Management, Llc
  Kirksville, MO
• 05/2008 → 01/2017
  Alliant Bank
  Kirksville, MO
• 06/2024 → Present
  Osaic Wealth, Inc.
  Kirksville, MO

Previous Registrations

• 2008-05-22 → 2014-11-17
  Securities America Advisors, Inc.
  Boonville, MO
  Kirksville, MO
• 2007-01-01 → 2008-05-22
  First Allied Advisory Services, Inc.
  Chesterfield, MO
  Kirksville, MO
• 1996-06-20 → 2007-01-01
  Ffp Advisory Services Inc
  Kirksville, MO

Other Businesses

1. MORTON FINANCIAL SOLUTIONS, LLC - DBA 2. MORTON FINANCIAL SOLUTIONS, LLC POSITION: Owner member/ChFC/Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 01/01/2017 ADDRESS: 405 E NORTHTOWN RD, KIRKSVILLE MO 63501, United States DESCRIPTION: As a Chartered Financial Consultant, duties include Securities Sales and Service, Advisory Sales and Service, and Fixed Insurance Sales and Service. 3. USADVISORS NETWORK INSURANCE AGENCY (USANI POSITION: Insurance Agent NATURE: offer, provide, and service insurance to and for clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/01/2010 ADDRESS: 15752 Venture Lane, Eden Prairie MN 55344, United States DESCRIPTION: USAdvisors Network Insurance Agency (USANI) for most fixed insurance activities including fixed life, fixed annuities, LTC, . other fixed investment products through USANI unless USANI does not provide product needed for client and if the insurance company is rated A- or better then other marketing organaztions will be considered and used as needed. Non-invesment, Medicare Supplement insurance policies upline through Senior Marketing Specialists and other Medicare Supplement Marketing organizations. Health, accident, cancer, dental, vision through other marketing organizations such as Senior Marketing Specialists as needed. 4. USADVISORS WEALTH MANAGEMENT POSITION: offer, provide, and service advisory services and products to clients NATURE: USAWM is the RIA in which I am an Investment Advisor Representative . INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 02/08/2015 ADDRESS: 15750 Venture Ln, Eden Prairie MN 55344, United States DESCRIPTION: offer, provide, and service advisory services and products to clients

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-06-26

Designations

Other Names

• Jamey Morton