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

09/08/2026

Fall presents an opportune time for Social Security Disability Insurance (SSDI) beneficiaries to consider returning to work. Ticket To Work offers resources.

09/07/2026

You may have a specific number in mind for when you'd like to retire, but that isn't all that you should consider.

09/05/2026

With rising rates and an AI-fueled market adding new pressure, investors are starting to ask whether the classic 60/40 portfolio still works the way it used to.

09/04/2026

Bratenahl, where the Kansas City Chiefs tight end purchased a $5.35 million mansion, is home to Gilded Age properties that draw some of Cleveland’s wealthiest home buyers.

09/03/2026

For the high-powered set, being able to read a wine list—and order for the table—can still offer a leg up at work.

09/02/2026

When baby boomers come up in discussions about money, the focus is usually on their wealth and the economic tailwinds that helped them build it. But there’s another side that gets less attention: Many have retired, or are entering retirement, carrying significantly more debt than earlier generatio...

09/01/2026

A state-by-state look at where child and elder care costs cause the most strain.

08/31/2026

Ignore China's economy at your own risk. That's the message that Société Générale strategist Albert Edwards is sending to US investors.

08/29/2026

Nasdaq plans to add an overnight trading session starting Dec. 6 as U.S. exchanges move toward nearly around-the-clock stock trading.

08/28/2026

A critical clause in the CEO’s Tesla stock award would wipe away lofty performance targets if a merger happened.

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405 E Northtown Road
Kirksville, MO
63501

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