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Jason Matthew Morton

Vaquero Private Wealth, Ltd.

Dallas, TX

CRD 2676240

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Employer firm

Vaquero Private Wealth, Ltd. CRD 305266

$929M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Vaquero Private Wealth, Ltd.

8111 Douglas Avenue Suite 1350, Dallas, TX 75225 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-04-27
  • TX RA
    APPROVED
    Since 2022-04-27

Branch Locations

8111 Douglas Avenue Suite 1350, Dallas, TX 75225 • 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
Shamrock Asset Management Llc Dallas TX 08/2012 07/2017
Northern Trust Dallas TX 07/2017 04/2022
Vaquero Private Wealth, Ltd. Dallas TX 04/2022 Present
  • 08/2012 → 07/2017
    Shamrock Asset Management Llc
    Dallas, TX
  • 07/2017 → 04/2022
    Northern Trust
    Dallas, TX
  • 04/2022 → Present
    Vaquero Private Wealth, Ltd.
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-11-15
  • S63 Uniform Securities Agent State Law Examination
    1995-11-15
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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