Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn J. Morton is a financial advisor with J.P. Morgan Securities LLC in Boston, MA. John has been in the financial industry since 1995 and has a strong track record of success in helping clients achieve their financial goals. John is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 63, and Series 65 licenses. John specializes in portfolio management for individuals, businesses, and institutions. He is also experienced in providing financial planning and investment advice.
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
MA
11/05/2002 - Present
J.p. Morgan Securities LLC (BOSTON MA)
NY
01/13/2001 - 11/21/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
06/22/2000 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NJ
04/05/1995 - 07/19/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 04/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1995
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
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