Jeffrey Morrison
Jeffrey Morrison is a registered investment advisor at Lifemark Securities CORP., based in Livingston, NJ, with 26 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,434 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LifeMark Securities Corp. charges a fee based on a percentage of your account value for investment advisory services. This fee is negotiable and depends on the account value, investment program, service level, and complexity of your financial situation. The fee ranges from 0.35% to 0.5% depending on the asset level, with a maximum of 2.0%. Additional fees may include custodian fees, platform fees, manager fees, and transaction fees. The fees are deducted directly from your account monthly or quarterly.
Location
Livingston, NJ
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2025Customer Dispute
November 2022Other Business ActivitiesSells Insurance
Jeffrey works as an attorney doing occasional legal work, dedicating a few hours per week. He is also the president of Classic Benefit Planners, LTD and an independent insurance agent, selling life, health, disability, LTC, and annuity products, which takes nearly full-time hours.
Employment History
Current Registrations
Lifemark Securities CORP.
Lifemark Securities CORP.Broker
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
1717 Capital Management CompanyBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.