Jon Andrew Wingent

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2022 → Present
  Morton Wealth
  Calabasas, CA
• 09/2016 → 04/2021
  Schroders Personal Wealth
  London
• 05/2021 → 03/2022
  Unemployed
  Los Angeles, CA
• 03/2010 → 09/2016
  Close Brothers Asset Management
  London

Previous Registrations

• 2022-06-08 → 2025-05-20
  Morton Wealth
  Calabasas, CA

Other Businesses

1. Business: British Benevolent Society of California; Investment-related: Yes; Address: Mill Valley, CA; Nature of Business: Non-profit; Position/Title: Investment Committee Member; Start Date: 6/1/2023; Hours per month outside of securities trading hours: 2; Duties: Make investment decisions on committee for the non-profit's portfolio

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-08

Designations

• Certified Financial Planner