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Jalon O'Connell Morton is listed as Sr. Investment Executive at Centaurus Financial, Inc.® at Centaurus Financial, Inc.®, a company with 204 employees, based in Los Angeles, California, United States. AeroLeads shows a matched LinkedIn profile for Jalon O'Connell Morton.
Jalon O'Connell Morton previously worked as Sr. Investment Executive at Centaurus Financial, Inc.® and Sr. Investment Executive at B. Riley Wealth Management. Jalon O'Connell Morton holds Bachelor'S Degree, Business Administration, Concentration In Finance from California State University, Fullerton.
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Jalon O’Connell is a Registered Representative, General Securities Principal and licensed Insurance Agent with Centaurus Financial. She specializes in working with individuals who are retired or contemplating retirement. Her goal is to help each client identify their personal near and long-term financial objectives and to deliver professional guidance thereafter to achieve their financial plan.Jalon provides a range of services such as retirement planning, education planning and estate planning using investments that include: stocks, tax-exempt and taxable bonds, mutual funds, tax deferred annuities, REIT’s, life insurance and other investments specifically suited to meet each clients individual objectives. For nearly 25 years she has taught and lectured at numerous colleges and organizations throughout Southern California; including: Saddleback College, LA Valley College, Mt. San Antonio College, Pasadena City College, Pierce College, Santiago Canyon College, Santa Ana College, Cerritos College, and Beverly Hills Adult School.Securities are offered through Centaurus Financial, Inc., member FINRA/SIPC, www.finra.org, www.sipc.org, a broker/ dealer and registered investment adviser. The representative associated with this site may only discuss/transact business in the following states: AZ, CA, FL, GA, KY, NJ, OR, PA, TX, VA, WA.
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Burbank, California, United States
Jalon has worked continuously in this role for almost 25 years. She strives to help clients and prospective clients accomplish their financial goals and objectives by creating diversified investment portfolios tailored specifically to their needs.She continues to offer classes at various local colleges including: Pasadena City College, Pierce College.
Other employees you can reach at centaurusfinancial.com. View company contacts for 204 employees →
Tom Miller
Colleague at Centaurus Financial, Inc.®
Breckenridge, Colorado, United States, United States
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IW
Indigo Whit
Colleague at Centaurus Financial, Inc.®
Orange County, California, United States, United States
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KN
Kathy Nishnic
Colleague at Centaurus Financial, Inc.®
Columbia, South Carolina Metropolitan Area, United States
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CA
Claudia Aguayo
Colleague at Centaurus Financial, Inc.®
Santa Ana, California, United States, United States
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BT
Bre Tate
Colleague at Centaurus Financial, Inc.®
Columbia, South Carolina Metropolitan Area, United States
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SK
Sweeta King
Colleague at Centaurus Financial, Inc.®
Manhattan Beach, California, United States, United States
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BJ
Brian J. Rener
Colleague at Centaurus Financial, Inc.®
Auburn Hills, Michigan, United States, United States
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CA
Carol Ann Pitzer
Colleague at Centaurus Financial, Inc.®
Columbia, South Carolina, United States, United States
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RM
Rick Mantei
Colleague at Centaurus Financial, Inc.®
Columbia, South Carolina Metropolitan Area, United States
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CB
Cecily Bochannek
Colleague at Centaurus Financial, Inc.®
Los Angeles, California, United States, United States
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Quick answers generated from the profile data available on this page.
Jalon O'Connell Morton works for Centaurus Financial, Inc.®.
Jalon O'Connell Morton is listed as Sr. Investment Executive at Centaurus Financial, Inc.® at Centaurus Financial, Inc.®.
Jalon O'Connell Morton is based in Los Angeles, California, United States while working with Centaurus Financial, Inc.®.
Jalon O'Connell Morton has worked for Centaurus Financial, Inc.®, B. Riley Wealth Management, National Securities Corporation, and Brookstreet Securities Corp.
Jalon O'Connell Morton's colleagues at Centaurus Financial, Inc.® include Tom Miller, Indigo Whit, Kathy Nishnic, Claudia Aguayo, and Bre Tate.
You can use AeroLeads to view verified contact signals for Jalon O'Connell Morton at Centaurus Financial, Inc.®, including work email, phone, and LinkedIn data when available.
Jalon O'Connell Morton holds Bachelor'S Degree, Business Administration, Concentration In Finance from California State University, Fullerton.
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