Jonathan Andrew Morton

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 12/2017
  Ace Hardware Corp.
  Oak Brook, IL
• 01/2018 → 12/2018
  Nuovo Giorno, Llc
  Chicago, IL
• 01/2019 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 11/2018 → 12/2018
  Northwestern Mutual
  Garden City, NY
• 01/2019 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2004-05-19 → 2008-12-24
  Morton Financial, Inc.
  Chicago, IL
  Glen Cove, NY

Other Businesses

Administrator or executor of an estate or trustee of a trust for a non-family or family member revised 10/10/2015.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-08
• S65 Uniform Investment Adviser Law Examination
  2004-04-12

Other Names

• Jonathan Andrew Morton
• Jonathan Morton