Jeffrey Morgan
Jeffrey Morgan is a registered investment advisor at Cetera Investment Advisers LLC, based in Stevenson Ranch, CA, with 2 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
24961 the Old Road, 2nd Floor, Stevenson Ranch, CA, 91381
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey works as a Tax Manager for Stern, Kory, Sreden and Morgan, an accountancy corporation, since 2016. This full-time role involves income tax preparation, financial statement preparation, tax planning, consulting, accounting, and bookkeeping.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
State Registrations1 state
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