| MORTON FINANCIAL, INC. Comprehensive Financial Planning |
About the Business
Morton Financial, Inc. is a family-owned and operated business. Originally
incorporated in Illinois in February 2004, the business was relocated to New
York in January 2006.
incorporated in Illinois in February 2004, the business was relocated to New
York in January 2006.
Licenses, Designations, & Certifications
CERTIFIED FINANCIAL PLANNER™, CFP Board of Standards, Inc., Since
October 2009
October 2009
Enrolled Agent (EA), U.S. Department of The Treasury, Since August 2006
Licensed Insurance Producer, Illinois Department of Financial and Professional
Regulation Division of Insurance with the following authorities: Life and
Accident & Health, Since November 2004.
Regulation Division of Insurance with the following authorities: Life and
Accident & Health, Since November 2004.
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| Jonathan A. Morton, CFP® |