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Brandon A Morton

Financial Designs Corporation

Claremont, CA

CRD 5619974

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Employer firm

Financial Designs Corporation CRD 14829

$508M regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • ASSET ALLOCATION

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

Current Employers
Financial Designs Corporation

540 W. Baseline Rd #10, Claremont, CA 91711-5805 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-24
  • CA RA
    APPROVED
    Since 2026-03-24

Branch Locations

540 W. Baseline Rd #10, Claremont, CA 91711-5805 • 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
Financial Designs Corp. Claremont CA 11/2008 Present
  • 11/2008 → Present
    Financial Designs Corp.
    Claremont, CA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

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EDWARD JONES
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JOHN MATTHEW HEITKEMPER
JEZMIER CORNEJO
JOHN JOSEPH DEBIASE

Nearby Offices

GOULD ASSET MANAGEMENT LLC · CLAREMONT, CA
GOULD ASSET MANAGEMENT LLC · CLAREMONT, CA
EDWARD JONES · CLAREMONT, CA

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