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

06/11/2026

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.

06/06/2026

Many Americans dream of an early retirement, but for some, it's an unhappy circumstance forced on them, and the reasons are usually beyond their control. Here's what to know.

06/05/2026

Labor’s share of economic output just hit an all-time low, while the profit share neared a record. It helps explain why consumers feel so glum.

06/04/2026

AI is killing one of the most annoying parts of getting hired. But how do you stand out now?

06/03/2026

Getting a piece of AI powerhouses SpaceX, OpenAI, and Anthropic isn’t easy pre-IPO. It isn‘t impossible, though. Here’s how you do it.

06/02/2026

As AI agents master ex*****on, the real divide in the workplace is no longer between managers and employees — but between people who merely follow instructions and those who can navigate ambiguity, exercise judgment and own outcomes.

06/01/2026

Homeownership rates rise sharply with income—upper-income households are far more likely to own homes than lower-income households.

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405 E Northtown Road
Kirksville, MO
63501

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