| MORTON FINANCIAL, INC. Comprehensive Financial Planning |
About the Business
Jonathan A. Morton's Licenses, Designations, & Certifications
 | 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. |
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| Jonathan A. Morton, CFP® |