Portfolio Manager
CurrentI am a licensed Portfolio Manager under Croft Financial Group, and have been an advising representative of their firm since March 2011.
Mar 2011 - Present
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Jack Morris Email & Phone Number
Portfolio Manager
at
Croft Financial Group
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager
Location
Winnipeg, Manitoba, Canada
Company size
Who is Jack Morris? Overview
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Quick answer
Jack Morris is listed as Portfolio Manager at Croft Financial Group, a with 13 employees, based in Winnipeg, Manitoba, Canada. AeroLeads shows a matched LinkedIn profile for Jack Morris.
Jack Morris previously worked as President at Morris Financial Group Inc. and Teacher at River East School Division. Jack Morris holds Investment Management Techniques, Investments And Securities from Canadian Securities Institute.
Company email context
Email format at Croft Financial Group
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Croft Financial Group
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Profile bio
About Jack Morris
Jack Morris has over 30 years of experience as a financial planner. Jack is an advising representative with the Croft Financial Group.
Listed skills include Strategic Financial Planning, Portfolio Management, Strategic Planning, Insurance, and 4 others.
Current workplace
Jack Morris's current company
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Croft Financial Group
4 roles
Jack Morris work experience
A career timeline built from the work history available for this profile.
President
Morris Financial Group Inc.
Strategic Financial PlanningPortfolio ManagementLife Insurance, Critical Illness, and Disability insurance.
Teacher
River East School Division
Teacher in Junior High and Elementary Shools
Sep 1971 - Jun 1981
Chemist
Canada Cement
Chemical Analytic proceedures
Sep 1969 - May 1970
Team & coworkers
Colleagues at Croft Financial Group
Other employees you can reach at croftgroup.com. View company contacts for 13 employees →
DB
Diane Bode
Colleague at Croft Financial GroupToronto, Ontario, Canada
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JA
Jason Ayres Dms
Colleague at Croft Financial GroupToronto, Ontario, Canada
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S(
Shilei (Freda) Chen
Colleague at Croft Financial GroupHamilton, Ontario, Canada
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JR
Jordan Rosenberg
Colleague at Croft Financial GroupToronto, Ontario, Canada
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AS
Ana Solomon
Colleague at Croft Financial GroupHouston, Texas, United States
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BM
Brian Mcaree
Colleague at Croft Financial GroupRichmond Hill, Ontario, Canada
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MA
Mark A. Mcadam, Cfa
Colleague at Croft Financial GroupToronto, Ontario, Canada
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Diane Bode
Colleague at Croft Financial GroupToronto, Ontario, Canada
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JA
Jason Ayres Dms
Colleague at Croft Financial GroupToronto, Ontario, Canada
View →
S(
Shilei (Freda) Chen
Colleague at Croft Financial GroupHamilton, Ontario, Canada
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JR
Jordan Rosenberg
Colleague at Croft Financial GroupToronto, Ontario, Canada
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AS
Ana Solomon
Colleague at Croft Financial GroupHouston, Texas, United States
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BM
Brian Mcaree
Colleague at Croft Financial GroupRichmond Hill, Ontario, Canada
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MA
Mark A. Mcadam, Cfa
Colleague at Croft Financial GroupToronto, Ontario, Canada
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6 education records
Jack Morris education
Investment Management Techniques, Investments And Securities
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Chartered Financial Planner, Financial Planning And Services
Canadian Institute Of Financial Planning
Bachelor’S Degree, Secondary Education And Teaching
Bachelor Of Science (B.Sc.);, Chemistry
Bachelor Of Science (B.Sc.) Bachelor Of Education, Chemistry
St James Collegiate, Winnipeg; University Of Manitoba
FAQ
Frequently asked questions about Jack Morris
Quick answers generated from the profile data available on this page.
What company does Jack Morris work for?
Jack Morris works for Croft Financial Group.
What is Jack Morris's role at Croft Financial Group?
Jack Morris is listed as Portfolio Manager at Croft Financial Group.
Where is Jack Morris based?
Jack Morris is based in Winnipeg, Manitoba, Canada while working with Croft Financial Group.
What companies has Jack Morris worked for?
Jack Morris has worked for Croft Financial Group, Morris Financial Group Inc., River East School Division, and Canada Cement.
Who are Jack Morris's colleagues at Croft Financial Group?
Jack Morris's colleagues at Croft Financial Group include Diane Bode, Jason Ayres Dms, Shilei (Freda) Chen, Jordan Rosenberg, and Ana Solomon.
How can I contact Jack Morris?
You can use AeroLeads to view verified contact signals for Jack Morris at Croft Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Jack Morris attend?
Jack Morris holds Investment Management Techniques, Investments And Securities from Canadian Securities Institute.
What skills is Jack Morris known for?
Jack Morris is listed with skills including Strategic Financial Planning, Portfolio Management, Strategic Planning, Insurance, Retirement Planning, Disability Insurance, Investments, and Retirement.
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