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Jamie L Morton

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hendersonville, NC

Phoenix, AZ

Huntersville, NC

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-06-11
CA RA APPROVED 2012-06-08
NC RA APPROVED 2012-06-08
  • TX RA
    APPROVED
    Since 2012-06-11
  • CA RA
    APPROVED
    Since 2012-06-08
  • NC RA
    APPROVED
    Since 2012-06-08

Branch Locations

707 N Main St, Hendersonville, NC 28792 • United States

2555 E Camelback Rd, Phoenix, AZ 85016 • United States

8015 W Kenton Cir, Huntersville, NC 28078 • 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
Merrill Lynch Huntersville NC 03/2007 Present
  • 03/2007 → Present
    Merrill Lynch
    Huntersville, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-06
  • S66 Uniform Combined State Law Examination
    2012-06-06
Other Names
  • Jamie Lynn Morton
  • Jamie Lynn Kopish
  • Jamie L Kopish

View on SEC IAPD

Other Firms

FIRST CITIZENS INVESTOR SERVICES, INC.
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
VERITAS INVESTMENT ADVISORY GROUP LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
OSAIC WEALTH, INC.

Other Investors

C. J Hill
DONALD RAY HUNEYCUTT
Keith David Holloway
Laurel J Glass
Jordan Michael Hall
Robert A Macdonald
FRANK Z TINSLEY
ERIC BRIAN CANNON

Other Offices

FIRST CITIZENS INVESTOR SERVICES, INC. · Hendersonville, NC
OSAIC INSTITUTIONS, INC. · Henderson, NC
LPL FINANCIAL LLC · HENDERSONVILLE, NC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · Hendersonville, NC
VERITAS INVESTMENT ADVISORY GROUP LLC · HENDERSONVILLE, NC
PNC WEALTH MANAGEMENT LLC · HENDERSONVILLE, NC
EDWARD JONES · HENDERSONVILLE, NC
OSAIC WEALTH, INC. · HENDERSONVILLE, NC

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