Jonathan Andrew Morton
Investment adviser representative at Equitable Advisors, LLC
7 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
7 years in the industry.
- Equitable Advisors, LLCJan 2019 to now
- AXA Advisors, LLCJan 2019 to Jun 2020
- Northwestern MutualNov 2018 to Dec 2018
- Nuovo Giorno, LLCJan 2018 to Dec 2018
- Ace Hardware Corp.Jan 2013 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 4774568
- Firm CRD
- 6627