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.

Jonathan A. Morton's Licenses, Designations, & Certifications

CERTIFIED FINANCIAL PLANNER™ practitioner, CFP Board of
Standards, Inc., Washington, DC, October 2009

Enrolled Agent (EA), Internal Revenue Service, Office of Practitioner Enrollment,
Detroit, MI, August 2006

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, Since November 2004.
Jonathan A. Morton, CFP®