Unclaimed
Jack Morton is a financial professional with over 3 years of experience in the industry. Jack is currently registered with Deutsche Bank Securities Inc. and is licensed to provide investment advice in all 50 states. Jack has previously worked for Robinhood Financial, LLC and Fidelity Brokerage Services LLC. Jack holds a Series 7TO, Series 63 and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Equity & debt research, macro research, quant strategy, multi- asset research, catalyst calls
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Hard dollar payments for research
1
2
FL
01/04/2023 - Present
Deutsche Bank Securities Inc. (JACKSONVILLE FL)
FL
07/16/2021 - 12/16/2022
ROBINHOOD FINANCIAL, LLC (Lake Mary FL)
FL
10/06/2020 - 06/04/2021
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BC
Issued 10/15/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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