Morgan Jul
Investment adviser representative at Morton Wealth
10 yearsExperience
1 stateRegistered in
$3.5BFirm assets
20 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 assetsFixed 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
10 years in the industry.
- Morton WealthApr 2024 to now
- Bbc Worldwide ProductionsSep 2023 to Dec 2023
- Deeper Than MoneyMay 2023 to May 2024
- United Spirit AssociationMay 2023 to May 2024
- NbcuniversalJun 2016 to May 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Morton Wealth
Legal name: Morton Capital Management, LLC
$3.5BAssets managed
1,279Clients
31Advisers
20 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
- 7989731
- Firm CRD
- 141250