Jedediah Morton

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

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:

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

Current Employers

Employment History

• 06/2007 → 10/2017
  Morgan Stanley & Co., Incorporated
  New York, NY
• 06/2009 → 10/2017
  Morgan Stanley Smith Barney
  New York, NY
• 10/2017 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 10/2017 → Present
  Jpmorgan Securities, Llc.
  New York, NY
• 05/2025 → Present
  Matthew A Morton Associates Llc
  Portsmouth, NH

Previous Registrations

• 2009-06-01 → 2017-10-26
  Morgan Stanley
  New York, NY
• 2007-06-25 → 2009-06-01
  Morgan Stanley & Co. Llc
  New York, NY

Other Businesses

Entity Name: Matthew A Morton Associates LLC Investment related: No Address: 87 Market Street Portsmouth NH Nature of the other business: Real Estate Position/Title/Relationship: Advisor/Officer Start Date: 05/31/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I'm co manager with my father on an LLC that owns a mixed use building in Portsmouth NH Entity Name: 2188 Ocean Blvd Investment related: Yes Address: 2188 Rye NH Nature of the other business: I own a home in Rye NH that we do short term rentals and my wife manages it. Position/Title/Relationship: Sole Proprietor Start Date: 01-Jul-2013 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: None Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2000-06-14

Other Names

• Jebediah Adams Morton
• Jedediah Morton
• Jedediah Adams Morton