Unclaimed
Jedediah Morton is a registered representative with J.p. Morgan Securities LLC. Jedediah has been in the industry since July 16, 2000 and has held registrations with various firms, including Morgan Stanley and UBS Financial Services Inc. Jedediah holds Series 7, 31, and 66 licenses. J.p. Morgan Securities LLC is a large firm with over $50 billion in assets under management. The firm provides a variety of financial services, including investment management, financial planning, and pension consulting.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
10/25/2017 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
06/01/2009 - 10/26/2017
MORGAN STANLEY (NEW YORK NY)
NY
06/25/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
09/07/2000 - 07/13/2007
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
RI
05/10/2000 - 06/30/2000
SURETRADE INC. (LINCOLN RI)
BOTH
Issued 06/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jedediah Morton is the right advisor for you? Invested Better is here to help.