Jonathan Morton, financial advisor Woodbury NY

Jonathan Morton

CRD Number: 4774568
Current Firm: Equitable Advisors, LLC

Jonathan Morton (CRD# 4774568) is an Investment Advisor Representative working at Equitable Advisors, LLC in Woodbury, NY and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Jan 2019 - Current 2
Axa Advisors, LLC New York, NY Jan 2019 - Jun 2020 1
Northwestern Mutual Garden City, NY Nov 2018 - Dec 2018 < 1
Nuovo Giorno, LLC Chicago, IL Jan 2018 - Dec 2018 < 1
Ace Hardware Corp. Oak Brook, IL Jan 2013 - Dec 2017 4
Unemployed Chicago, IL Oct 2012 - Dec 2012 < 1
Npd Group, Inc. Port Washington, NY Jul 2005 - Sep 2012 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2004
S66 NASAA Uniform Combined State Law Examination Mar 2019
Contact Info for Jonathan A. Morton
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • FL
  • IL
  • MD
  • NJ
  • NY
  • NC
  • OR
By the Numbers
  • Total Assets Under Management
    26,008
    MILLIONS
  • Total Number of Accounts
    66,790
    ACCOUNTS
  • Average Account Value
    $389,399
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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