Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Morton is a financial advisor with LPL Financial LLC. Jason has been in the financial industry for over 16 years and has a wide range of experience. Jason is registered with the FINRA and holds the Series 7, 24, 6, 31, 63, and 66 licenses. He is also a Registered Options Principal. Jason is dedicated to providing his clients with personalized financial advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
05/23/2018 - Present
LPL Financial LLC (FORT MILL SC)
NC
06/20/2017 - 04/02/2018
ALLSTATE FINANCIAL SERVICES, LLC (Kings Mountain NC)
NC
11/09/2015 - 11/10/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
08/10/2015 - 09/04/2015
VALIC FINANCIAL ADVISORS, INC. (GREENSBORO NC)
NC
04/29/2015 - 08/25/2015
ALLSTATE FINANCIAL SERVICES, LLC (WAXHAW NC)
NC
06/10/2010 - 07/03/2012
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NY
10/23/2009 - 11/19/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
02/22/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NC
10/25/2007 - 02/19/2008
WACHOVIA SECURITIES, LLC (SHELBY NC)
NC
09/15/2006 - 08/03/2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
05/13/2002 - 08/28/2006
WACHOVIA SECURITIES, LLC (CHARLOTTE NC)
TX
07/06/2001 - 01/16/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 05/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2021
Series 4 - Registered Options Principal Examination
BC
Issued 05/08/2019
Series 24 - General Securities Principal Examination
BC
Issued 11/06/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/07/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 07/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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