Customer Relations Financial Associate
CurrentAs a Customer Relations Financial Associate, I assist clients with their plans for Life's big moments and help them work toward their financial goals.
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Jerome (Jay) Morrison is listed as Growing Net Worth and Reducing your Risk ★ Financial Strategist ★ Colonel (Ret.) at Edward Jones, a company with 35357 employees, based in Tomahawk, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Jerome (Jay) Morrison.
Jerome (Jay) Morrison previously worked as Customer Relations Financial Associate at Edward Jones and Inspector General at Us Army. Jerome (Jay) Morrison holds Master Of Arts - Ma, Adult And Continuing Education And Teaching from University Of Louisville.
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I spent a good amount of time stumbling to get financial advice while serving over two decades in the US Army. I was getting limited advice on how to invest, what strategies to utilize and the pitfalls to avoid, so after investing on my own for the majority of my career, after I retired from Service, I wanted to give back so others didn’t have to go through what I went through.I get it. I know it is confusing. There are banks, brokerage firms, insurance companies and more. It can be hard to tell if someone is trying to sell me insurance, and what about the person at the bank.Have you ever felt this way - You walk in and 30 seconds into your conversation with someone in this industry they’re often throwing elevator pitches and confusing services at you. You know, maybe to buy an annuity or spend a few thousand dollars on a financial plan that will just sit on a shelf gathering dust. The reason I joined Edward Jones was to help clear up that confusion. And everything I try to do is around making sure it's as clear as can be. My approach is I start by thoroughly understand your situation, figure out where you would like to go, and then of course put together a clear action plan to get there. Here is what I can do:ORGANIZE your financial life, allowing you to make better decisionsREDUCE financial stress, letting you enjoy life, not worry about itPROTECT what’s important to you and your familyBUILD a plan for your money that reflects your unique values, goals and dreamsRECLAIM valuable time to spend with family & friends, instead of crunching numbersACHIEVE your goals and dreams through personalized, comprehensive adviceLIVE LIFE TO THE FULLEST knowing that your plan will adapt as you and your life change
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Tomahawk, Wisconsin, United States
As a Customer Relations Financial Associate, I assist clients with their plans for Life's big moments and help them work toward their financial goals.
Fort Lewis, Washington, United States
Acting as an internal watchdog, routinely investigates allegations of misconduct by Army officials at the rank of colonel or below. My primary role was to investigate complaints of waste, fraud or abuse that violate Army rules and regulations.I acted more as the Army's conscience, keeping an eye on the day-to-day and making sure everyone follows the rules..
Dekalb, Illinois
As the chair, I was the spokesperson for the department in all official transactions with department members, as well as with other units of the university, and was responsible for the proper functioning of the department as an instructional, research/artistic, and public-service unit. Being the Chair and Professor of Military Science was incredibly.
Fort Stewart, Georgia, United States
Commanded a department consisting of 422 personnel and their family members. Provided direct support, accurate and timely support of operations and the integration of all fire support operations. Responsible for all aspects of leading, training, mobilizing and deploying a training Battalion in both peacetime and wartime conditions. Provide guidance and.
Other employees you can reach at edwardjones.com. View company contacts for 35357 employees →
Corey Wacker
Colleague at Edward Jones
Detroit Metropolitan Area, United States
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Jessica Donelson
Colleague at Edward Jones
Fredericksburg, Virginia, United States, United States
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Logan Everette
Colleague at Edward Jones
Washington, North Carolina, United States, United States
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Lauren Monks
Colleague at Edward Jones
Greater St. Louis, United States
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Don Mayer
Colleague at Edward Jones
Mcallen, Texas, United States, United States
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Paul Wenning
Colleague at Edward Jones
Toronto, Ontario, Canada, Canada
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Rita Kiscaden
Colleague at Edward Jones
Bristol, Virginia, United States, United States
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Connie Baumann
Colleague at Edward Jones
Merrill, Wisconsin, United States, United States
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Orlando Franklin
Colleague at Edward Jones
Greater Phoenix Area, United States
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Felicia Younan
Colleague at Edward Jones
Elmwood Park, Illinois, United States, United States
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College of Education & Human Development at the University of Louisville, the master’s in higher education is an instruction built to.
Graduates of management and leadership program will be able to: Demonstrate proficiency with group dynamics, collaboration, interpersonal.
Activities and Societies: ROTC Cadet The General Business major is ideal for students who are interested in gaining a breadth of business.
Quick answers generated from the profile data available on this page.
Jerome (Jay) Morrison works for Edward Jones.
Jerome (Jay) Morrison is listed as Growing Net Worth and Reducing your Risk ★ Financial Strategist ★ Colonel (Ret.) at Edward Jones.
Jerome (Jay) Morrison is based in Tomahawk, Wisconsin, United States while working with Edward Jones.
Jerome (Jay) Morrison has worked for Edward Jones, Us Army, and Northern Illinois University.
Jerome (Jay) Morrison's colleagues at Edward Jones include Corey Wacker, Jessica Donelson, Logan Everette, Lauren Monks, and Don Mayer.
You can use AeroLeads to view verified contact signals for Jerome (Jay) Morrison at Edward Jones, including work email, phone, and LinkedIn data when available.
Jerome (Jay) Morrison holds Master Of Arts - Ma, Adult And Continuing Education And Teaching from University Of Louisville.
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