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John Eldridge Morton

Keystone Financial Group, LLC

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About John Eldridge Morton

John Eldridge Morton is an investment advisor representative with Keystone Financial Group, LLC. John is a registered investment advisor in Kentucky and is also licensed to sell securities in Alabama, Florida, Indiana, Kentucky, Ohio, and Tennessee. John has been in the securities industry since March 2016. John has a Series 7, 63, and 65 license and also holds the SIE designation. John specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. John is also a member of CGM Insurance Co.

Firm Information

John Morton is currently registered with Keystone Financial Group, LLC. Keystone Financial Group, LLC is an investment advisor headquartered in LEXINGTON, KY. The firm has 33 licensed agents, and its regulatory assets under management (AUM) are $1,509,725,992. Keystone Financial Group, LLC provides financial planning, portfolio management for individuals, and educational seminars. The firm caters to individuals (both high-net-worth and other), corporations or other businesses, and charitable organizations.
Keystone Financial Group, LLC

527 WELLINGTON WAY, STE 225

LEXINGTON, KY 40503

$1.51B

Assets Under Management

Not reported

Total Clients

30

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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John Morton’s Registration & Firm History

KY

07/14/2017 - Present

Keystone Financial Group, LLC (Mt. Sterling KY)

KY

03/24/2016 - 06/14/2017

THRIVENT INVESTMENT MANAGEMENT INC. (Lexington KY)

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Licenses & Designations

IA

Issued 02/10/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/28/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Eldridge Morton.
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