Profile
Jeffrey Allen Morrison worked as a Director at Melmark, Inc. He also worked as a Senior Client Advisor at Kistler-Tiffany Cos.
LLC from 2022 to 2023.
Mr. Morrison completed his undergraduate degree at the University of Virginia in 1978 and his graduate degree at The American College of Financial Services in 2000.
Former positions of Jeff Morrison
| Companies | Position | End |
|---|---|---|
Kistler-Tiffany Cos. LLC
 Kistler-Tiffany Cos. LLC Investment ManagersFinance Kistler-Tiffany Cos. LLC, dba Kistler-Tiffany Advisors (KTA), is an independent, SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded in 1995 and was acquired by Creative Planning LLC in 2023. KTA provides personalized asset management and estate planning services to individual clients and their families with complex financial needs. | Portfolio Manager-Equities | 2023-09-28 |
Melmark, Inc.
 Melmark, Inc. Other Consumer ServicesConsumer Services Melmark, Inc. engages in the provision of residential, educational, therapeutic, and recreational services for children and adults with developmental disabilities. It offers programs and services for children and young adult, and adults. The company was founded by Paul Krentel and Mildred Krentel in 1966 and is headquartered in Berwyn, PA. | Director/Board Member | - |
Training of Jeff Morrison
| The American College of Financial Services | Graduate Degree |
| University of Virginia | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Kistler-Tiffany Cos. LLC
Kistler-Tiffany Cos. LLC Investment ManagersFinance Kistler-Tiffany Cos. LLC, dba Kistler-Tiffany Advisors (KTA), is an independent, SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded in 1995 and was acquired by Creative Planning LLC in 2023. KTA provides personalized asset management and estate planning services to individual clients and their families with complex financial needs. | Finance |
Melmark, Inc.
Melmark, Inc. Other Consumer ServicesConsumer Services Melmark, Inc. engages in the provision of residential, educational, therapeutic, and recreational services for children and adults with developmental disabilities. It offers programs and services for children and young adult, and adults. The company was founded by Paul Krentel and Mildred Krentel in 1966 and is headquartered in Berwyn, PA. | Consumer Services |
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