Our Qualifications

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.

Jamey is dedicated to developing lasting relationships with all his clients.

He believes in helping each person become confident in identifying and assessing his or her financial goals as well as participating in the financial management process.

One of the benefits of working with Jamey is his ability to provide clear, easily understood explanations of financial products and services.

The personal program that Jamey can provide is a roadmap to working toward a more secure financial future.

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

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