Jennifer Morehouse is a registered investment advisor, based in Eugene, OR, with 8 years of industry experience.
Location
111 W 7th Ave, Eugene, OR, 97401
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer owns rental real estate property and dedicates minimal time to its upkeep. She also works as an associate wealth advisor at Umpqua Bank and Columbia Wealth Advisors, spending about 10-20% of her time on each role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2023 - Present · 2 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Cetera Investment Advisers LLC
September 2022 - October 2023 · 1 yr 1 mo
Cetera Investment Services LLCBroker
September 2022 - October 2023 · 1 yr 1 mo
Key Investment Services LLC
September 2017 - September 2022 · 5 yrs
Key Investment Services LLCBroker
July 2017 - September 2022 · 5 yrs 2 mos
State Registrations4 states
CANDORWA
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.