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John Spencer Morton

Frec

Denver, CO

San Francisco, CA

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Current Employers
Frec

301 Howard St., Suite 1410, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-06
CO RA APPROVED 2024-11-06
  • CA RA
    APPROVED
    Since 2024-11-06
  • CO RA
    APPROVED
    Since 2024-11-06

Branch Locations

Denver, CO • United States

301 Howard St., Suite 1410, San Francisco, CA 94105 • 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
Frec Advisers Llc San Francisco CA 09/2024 Present
Better Place Forests San Francisco CA 03/2020 11/2022
Realm New York NY 11/2022 09/2024
Spruce San Francisco CA 02/2016 08/2017
Glass Rice San Francisco CA 08/2017 03/2020
  • 09/2024 → Present
    Frec Advisers Llc
    San Francisco, CA
  • 03/2020 → 11/2022
    Better Place Forests
    San Francisco, CA
  • 11/2022 → 09/2024
    Realm
    New York, NY
  • 02/2016 → 08/2017
    Spruce
    San Francisco, CA
  • 08/2017 → 03/2020
    Glass Rice
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-06
  • S65 Uniform Investment Adviser Law Examination
    2024-11-06
Other Names
  • John Morton

View on SEC IAPD

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