| 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.
in Illinois in February 2004, the business was relocated to New York in January 2006.
Licenses, Designation, & Certifications
Morton Financial is a Registered Investment Adviser firm, initially registered with the
Illinois Secretary of State Securities Department in May 2004 (State), then as a federally
covered adviser with the Securities Exchange Commission in January 2006.
Illinois Secretary of State Securities Department in May 2004 (State), then as a federally
covered adviser with the Securities Exchange Commission in January 2006.
Jonathan A. Morton is a candidate for the Certified Financial Planner (CFP ®)
designation, having successfully passed the CFP exam in June 2005.
designation, having successfully passed the CFP exam in June 2005.
Jonathan A. Morton is an Enrolled Agent (EA) authorized in August 2006 by the U.S.
Department of The Treasury to represent taxpayers before all administrative levels of the
Internal Revenue Service for audits, collections, and appeals.
Department of The Treasury to represent taxpayers before all administrative levels of the
Internal Revenue Service for audits, collections, and appeals.
Series 65, National Association of Securities Dealers, Rockville, MD, April 2004.
Licensed Insurance Producer, Illinois Department of Financial and Professional
Regulation Division of Insurance with the following authorities: Life and Accident &
Health, November 2004.
Regulation Division of Insurance with the following authorities: Life and Accident &
Health, November 2004.
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