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Jason Matthew Morton

Vaquero Private Wealth, Ltd.

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About Jason Matthew Morton

Jason Morton is a financial advisor with Vaquero Private Wealth, Ltd. He is based in Dallas, TX and has been working in the industry since 1995. Jason holds a Series 6, 7 and 24 license. He is also a Certified Financial Planner and a Chartered Financial Analyst. Jason has experience working with individual investors and small businesses and specializes in financial planning, portfolio management, and retirement planning.

Firm Information

Jason Morton is currently registered with Vaquero Private Wealth, Ltd.. Vaquero Private Wealth, Ltd. is a registered investment advisor with the SEC based in Dallas, TX. The firm manages over $680 million in assets for a range of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer financial planning, portfolio management, pension consulting, and selection of other advisors.
Vaquero Private Wealth, Ltd.

2021 MCKINNEY AVENUE

DALLAS, TX 75201

$680.33M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Morton’s Registration & Firm History

TX

04/27/2022 - Present

Vaquero Private Wealth, Ltd. (DALLAS TX)

TX

01/19/2001 - 12/31/2002

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

RI

05/15/1997 - 01/22/1999

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

RI

01/21/1997 - 05/20/1997

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

TX

04/15/1996 - 11/26/1996

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

RI

11/08/1995 - 04/25/1996

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 11/15/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/26/1996

Series 24 - General Securities Principal Examination

BC

Issued 05/13/1996

Series 7 - General Securities Representative Examination

BC

Issued 11/07/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Matthew Morton.
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