

Kevin Morgan is the Managing Director for Retirement Investment Consultant at J.P. Morgan Asset Management, covering TX, CO, OK, NE, AR, & LA
Kevin lives just outside Fort Worth, TX has been with JP Morgan for 12 years, & is a 25-year veteran of the qualified plan industry. He has extensive experience in investment strategies, 401(k) plan sales, plan implementation/conversions, relationship management with plan sponsors, and direct participant communication/education. Prior to joining J.P. Morgan, Kevin held positions with Fidelity & Deutsche Bank.
Kevin holds NASD series 6, 63, 3 & 30 licenses. He attended the University of Cincinnati.
In this episode, Eric and Kevin Morgan discuss:
Key Takeaways:
“Your job is to look at your company and your plan through a window and not through a mirror.” - Kevin Morgan
Connect with Kevin Morgan:
LinkedIn: https://www.linkedin.com/in/kevin-morgan-0a95bba/
Connect with Eric Dyson:
Website: https://90northllc.com/
Phone: 940-248-4800
Email: contact@90northllc.com
LinkedIn: https://www.linkedin.com/in/401kguy/
The information contained herein is general in nature and is provided solely for educational and informational purposes.
It is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, financial advice, or legal advice.
The specific facts and circumstances of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.
117 tập
Kevin Morgan is the Managing Director for Retirement Investment Consultant at J.P. Morgan Asset Management, covering TX, CO, OK, NE, AR, & LA
Kevin lives just outside Fort Worth, TX has been with JP Morgan for 12 years, & is a 25-year veteran of the qualified plan industry. He has extensive experience in investment strategies, 401(k) plan sales, plan implementation/conversions, relationship management with plan sponsors, and direct participant communication/education. Prior to joining J.P. Morgan, Kevin held positions with Fidelity & Deutsche Bank.
Kevin holds NASD series 6, 63, 3 & 30 licenses. He attended the University of Cincinnati.
In this episode, Eric and Kevin Morgan discuss:
Key Takeaways:
“Your job is to look at your company and your plan through a window and not through a mirror.” - Kevin Morgan
Connect with Kevin Morgan:
LinkedIn: https://www.linkedin.com/in/kevin-morgan-0a95bba/
Connect with Eric Dyson:
Website: https://90northllc.com/
Phone: 940-248-4800
Email: contact@90northllc.com
LinkedIn: https://www.linkedin.com/in/401kguy/
The information contained herein is general in nature and is provided solely for educational and informational purposes.
It is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, financial advice, or legal advice.
The specific facts and circumstances of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.
117 tập
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