Best Investors Account Sign in
Inactive

Jennifer Marie Caruso

Morton Wealth

Calabasas, CA

Claim This Profile
Current Employers
Morton Wealth

27200 Agoura Road Suite 200, Calabasas, CA 91301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

27200 Agoura Road Suite 200, Calabasas, CA 91301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Manchester Financial, Inc. Westlake Village CA 07/2015 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-10
S63 Uniform Securities Agent State Law Examination 2010-03-26
  • S65 Uniform Investment Adviser Law Examination
    2017-11-10
  • S63 Uniform Securities Agent State Law Examination
    2010-03-26
Other Names
  • Jennifer Marie Caruso
  • Jennifer Marie Aldridge
  • Jennifer Marie Caruso-Aldridge

View on SEC IAPD

Other Firms

M83 INVESTMENT GROUP, LLC
BRIAN DENNIS, CFP®
MODERN WEALTH MANAGEMENT, LLC
FD WEALTH ADVISORS, LLC
THE WEALTH CONSULTING GROUP
EDWARD JONES
PRIVATE WEALTH SOLUTIONS, LLC
ASI ADVISER LLC

Other Investors

ERIC JAY SELTER
JOSEPH ALAN SEETOO
ELIAS FRANCHESCO VERA
Nadya Mets
Michael Rudow
Kristin Dillon
SASAN FAIZ
PATRICE G BENING

Other Offices

M83 INVESTMENT GROUP, LLC · CALABASAS, CA
MORTON WEALTH · Calabasas, CA
BRIAN DENNIS, CFP® · CALABASAS, CA
MODERN WEALTH MANAGEMENT, LLC · CALABASAS, CA
MODERN WEALTH MANAGEMENT, LLC · CLABASAS, CA
FD WEALTH ADVISORS, LLC · CALABASAS, CA
THE WEALTH CONSULTING GROUP · Agoura Hills, CA
EDWARD JONES · AGOURA HILLS, CA

More in Calabasas, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor