Morton Financial Solutions LLC - Jamey Morton

Morton Financial Solutions LLC - Jamey Morton Based in Kirksville, MO, I am a Chartered Financial Consutlant (ChFc) providing Financial Services to individuals, families, & pre- & post-retirees.

For important disclosures, please visit my website at https://www.mortonfinancial.solutions/ I received my Bachelor of Science in Business Administration from Truman State University. Besides being a Chartered Financial Consultant (ChFC), I am a Chartered Life Underwriter (CLU), and Life Underwriter Training Council Fellow (LUTCF) which are also professional credentials offered by the American Col

lege. I am a Registered Financial Consultant (RFC) with the International Association of Registered Financial Consultants Incorporated and I am member of the North Missouri Association of Insurance and Financial Advisors. As a Financial advisor of USadvisors Wealth Management LLC. and registered representative of Osaic Wealth, I offer individual securities, mutual funds, bonds, long-term care insurance, annuities, and life insurance products designed to help to reach the financial goals of my clients. Securities offered through Osaic Wealth, member FINRA/SIPC, Jamey Morton, Registered Representative. Advisory services offered through USAdvisors Wealth Management LLC. USAdvisors Wealth Management LLC. and Osaic Wealth are unaffiliated. www.finra.org www.sipc.org

Securities licensed in: MO, AK, AR, CO, CT, IA, IL, KS, NY
Insurance licensed in: MO, AK, CT, GA, IA, IL, NY
Advisory licensed in: MO

06/18/2026

How the Iran war’s effects will keep rippling through the supply chain, even after it ends, and what it could mean for your grocery bill.

06/17/2026

The job for some can be unpredictable and lonely. But for others, it offers travel, friendship, and a whiff of glamour.

06/16/2026

After-tax Roth accounts got the bulk of IRA contributions in 2026’s first quarter, while Roth conversions rose 41%, a new analysis shows.

06/15/2026

What’s the best piece of advice about money you wish someone had shared with you after graduating from college or high school? That’s the essential question Steve Rosen put to a diverse group of financial experts and financial education advocates — and they passed along their answers to this...

06/13/2026

Out-of-pocket expenses are costs individuals pay themselves, which may be reimbursed by an employer.

06/12/2026

The oil markets spent months worrying about supply disruptions in the Middle East.

06/11/2026

The rules for charitable tax breaks depend on getting details right for smaller and larger donations.

06/10/2026

Active portfolios need to take into account factors such as risk management of giga-caps.

06/09/2026

Rising health care costs in the U.S. are driving a growing number of retirees to look overseas where health care standards are high but come at a more affordable cost.

06/08/2026

Starting July 1, millions of borrowers will need to choose from a new menu of repayment options as the Trump administration enacts major changes to the student loan system.

Address

405 E Northtown Road
Kirksville, MO
63501

Website

Alerts

Be the first to know and let us send you an email when Morton Financial Solutions LLC - Jamey Morton posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Morton Financial Solutions LLC - Jamey Morton:

Shortcuts

Share

Category