Jason Matthew Morton
Investment adviser representative at Vaquero Private Wealth, Ltd.
14 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$928.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Vaquero Private Wealth, Ltd.Apr 2022 to now
- Northern TrustJul 2017 to Apr 2022
- Shamrock Asset Management LLCAug 2012 to Jul 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 1 state (TX).
Vaquero Private Wealth, Ltd.
$928.9MAssets managed
285Clients
6Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2676240
- Firm CRD
- 305266