James Morton (CRD# 6599016) is an Investment Advisor Representative working at Doheny Asset Management, LLC in Los Angeles, CA and has over 3 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Doheny Asset Management, LLC | Los Angeles, CA | Jul 2023 - Current | < 1 |
| Doheny Asset Management | Los Angeles, CA | Jul 2023 - Current | < 1 |
| Maeya Capital, LLC | Las Vegas, NV | Dec 2020 - Jun 2023 | 2 |
| Unemployed | Los Angeles, CA | Dec 2019 - Dec 2020 | 1 |
| Appfolio | Santa Barbara, CA | Mar 2019 - Dec 2019 | < 1 |
| Usc | Los Angeles, CA | Oct 2017 - Sep 2019 | 1 |
| Unemployed | Los Angeles, CA | Jul 2018 - Mar 2019 | < 1 |
| Savills Studley | Los Angeles, CA | Sep 2017 - Jul 2018 | < 1 |
| Unemployed | Los Angeles, CA | Jul 2016 - Sep 2017 | 1 |
| University Of Southern California | Los Angeles, CA | Oct 2010 - Jan 2017 | 6 |
| Ubs | Los Angeles, CA | Jan 2016 - Jul 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- CA
-
Total Assets Under Management145MILLIONS
-
Total Number of Accounts80ACCOUNTS
-
Average Account Value$1,814,147
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.