James Morton

As a Chartered Financial Consultant who provides comprehensive solutions for the financial security of his clients, James (Jamey) Morton believes that successful financial planning hinges on a long-term, collaborative relationship in which the best interests of clients and prospective clients are placed above all else.  Jamey’s pledge is to practice this belief with utmost fidelity, working together with those he serves in order to help them develop a financial strategy that addresses questions such as:

  • How can I get more from my investments?
  • How much risk should my investments be exposed to?
  • When will I be able to retire confidently?
  • How much money will I need to live comfortably in retirement?
  • Am I saving enough in order to fund my goals?
  • How can I help reduce estate taxes and preserve more of my assets for my heirs?
  • Am I adequately covered when it comes to life insurance, disability, and/or long-term care?

As a financial professional and an active member of his community, Jamey is dedicated to helping individuals and businesses build their financial futures. To stay on top of his field and develop his professional skills, he regularly attends industry training and certification programs.

Education, experience and professional affiliations have fostered Jamey’s practical approach to offering financial services and advice to his clients. In 1983, Jamey graduated from Northeast Missouri State University (now Truman State University) with a Bachelor of Science in Business Administration degree.  Since entering the industry in 1987, Jamey has earned the following designations/licensures: 

  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Registered Financial Consultant (RFC)
  • Life Underwriter Training Council Fellow (LUTCF)
  • Series 6, 7, and 63, administered by the North American Securities Administrations Association (NASAA)

Jamey has been a registered representative with Securities America since 2008 and an investment advisor with USAdvisors Wealth Management LLC since 2014.  He founded Morton Financial Solutions in 2017.

Maintaining a strong sense of community and a solid professional foundation are also very important to Jamey. One of his primary philanthropic focuses over the years has been the Boy Scouts of America. When he is not in the office or helping with philanthropic causes, Jamey enjoys spending time in the great outdoors as well as with family and friends.

If you have any questions about or wish to schedule a complimentary meeting to discuss your specific needs, we encourage you to e-mail Jamey Morton at jamey@mortonfinancial.solutions or call (660) 665-3045.