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Jonathan Andrew Morton
JONATHAN ANDREW MORTON, Jonathan Morton
CRD#: 4774568
IA
B
EQUITABLE ADVISORS, LLCCRD#: 6627 395 NORTH SERVICE ROAD
SUITE 206
MELVILLE, NY 11747
SUITE 206
MELVILLE, NY 11747
0
Disclosures
10
Years of Experience
View By:
State Registrations
B
California 6/17/2021
B
New Jersey 5/26/2021
IA
California 3/19/2024
IA
New Jersey 5/27/2021
B
Connecticut 2/15/2022
B
New York 3/8/2019
B
Delaware 1/3/2024
IA
New York 4/12/2021
IA
Delaware 1/3/2024
B
North Carolina 9/5/2019
B
Florida 5/6/2020
IA
North Carolina 11/7/2024
IA
Florida 5/11/2020
B
Ohio 6/21/2022
B
Georgia 3/11/2024
B
Oregon 12/10/2020
IA
Georgia 3/13/2024
IA
Oregon 12/11/2020
B
Illinois 3/12/2019
B
Pennsylvania 12/2/2024
IA
Illinois 3/14/2019
IA
Pennsylvania 12/2/2024
B
Kentucky 4/22/2019
B
Puerto Rico 11/12/2024
B
Maryland 11/30/2020
IA
Puerto Rico 11/18/2024
IA
Maryland 12/3/2020
B
Utah 1/14/2025
B
Massachusetts 8/3/2022
IA
Utah 1/23/2025
SRO Registrations
B
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IA
Registered with this firm since 3/14/2019
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Registered with this firm since 2/4/2019
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 05/19/2004 - 12/24/2008 | GLEN COVE, NY |
GLEN COVE, NY
05/19/2004 - 12/24/2008
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.