Unclaimed Profile

Jeffrey Allen Morrison

KISTLER-TIFFANY COMPANIES, LLC·BERWYN, Pennsylvania

SIE, Series 7, Series 63, Series 65ChFCClean record18 years registeredKISTLER-TIFFANY COMPANIES, LLC

200 BERWYN PARK, BERWYN, PA 19312-1178CRD# 1689777Firm CRD# 145256

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Allen Morrison · BERWYN, PA

Registration

CRD #1689777 · KISTLER-TIFFANY COMPANIES, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KISTLER-TIFFANY COMPANIES, LLC

KISTLER-TIFFANY ADVISORS

Dec 2007 – Sep 2023

BERWYN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · December 13, 2007

Years registered · 18

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KISTLER-TIFFANY COMPANIES, LLC

CRD 145256 · SEC 801-68502

AUM

$992M

Regulatory assets under management

Employees

1,422 client accounts

Services offered by KISTLER-TIFFANY COMPANIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KISTLER-TIFFANY COMPANIES, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Allen Morrison offer?

Jeffrey Allen Morrison specializes in Financial Planning, Investment Management, Wealth Management.

What are Jeffrey Allen Morrison's credentials?

Jeffrey Allen Morrison holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffrey Allen Morrison located?

Jeffrey Allen Morrison is based in BERWYN, Pennsylvania, last registered with KISTLER-TIFFANY COMPANIES, LLC.

How does Jeffrey Allen Morrison charge for services?

Jeffrey Allen Morrison's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KISTLER-TIFFANY COMPANIES, LLC?

KISTLER-TIFFANY COMPANIES, LLC has approximately 20 employees and manages $992M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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