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Jeffrey Morrison

Lifemark Securities CORP.
27 Years of Experience
Livingston, NJ
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Jeffrey Morrison is a registered investment advisor at Lifemark Securities CORP., based in Livingston, NJ, with 27 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,053 clients with $420M in assets under management.

Lifemark Securities CORP.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
80 advisors
Number of Clients
1,053 clients
Average Client Portfolio
$404K average
Assets Under Management
$424.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Representative fees generally range from 0.35% to 0.5% based on asset level, up to a maximum of 2.0%. Total client fees may exceed 2.0% depending on program selection and third-party manager fees. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Livingston, NJ

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2025
Settled
Customer Dispute
November 2022
Settled
View Full SEC ReportHow to Read Disclosures
Other 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.
September 2009 - Present · 17 yrs 1 mo
Lifemark Securities CORP.Broker
February 2005 - Present · 21 yrs 8 mos
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
December 2001 - February 2005 · 3 yrs 2 mos
1717 Capital Management CompanyBroker
September 2000 - December 2001 · 1 yr 3 mos
AXA Advisors, LLCBroker
April 1999 - October 2000 · 1 yr 6 mos
The Equitable Life Assurance Society of the United StatesBroker
April 1999 - January 2000 · 9 mos
State Registrations7 states
ALFLGAMDNJNYPA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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