Career history of Jeff Morrison
Former positions of Jeff Morrison
| Companies | Position | Start | 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 | 31/12/2002 | 28/09/2023 |
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 |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 1 |
| Graduate Degree | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Consumer Services | 4 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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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