Jimmy Morgan, Financial Advisor

FINANCIAL ADVISOR
Jimmy Morgan

CRPC™
10305 196th St Ct E Suite B, Graham, WA 98338opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Employee Stock Options

Financial Advisor Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Golfing
  • Snowboarding
  • Baseball

Team Members

  • Nolan Bailey
    Associate Financial Advisor
  • Dawn Sorensen
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 04:00PM
Tue 07:00AM - 04:00PM
Wed 07:00AM - 04:00PM
Thu 07:00AM - 04:00PM
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Phone

(253) 846-1566

Fax

(888) 232-1571

Office Address

10305 196th St Ct E Suite B
Graham, WA 98338opens in a new window

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