Jacob Christian Morton
Investment adviser representative at Stephens
10 yearsExperience
1 stateRegistered in
$18BFirm assets
46 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 feeCommissionsPerformance-based
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.
- Stephens Inc.Jun 2025 to now
- Clover PartnersSep 2024 to Nov 2024
- Valley BankJun 2024 to Aug 2024
- Colonial Country ClubNov 2023 to May 2024
- Coast Guard HouseMay 2022 to Jul 2023
- Texas Christian UniversityAug 2021 to Jun 2025
- Point Judith Country ClubAug 2021 to Aug 2021
- Luigi's RestaurantJan 2021 to Jan 2022
- Fairfield College Prepatory SchoolAug 2017 to Jun 2021
- Trinity Catholic Middle SchoolJun 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Stephens
Legal name: Stephens Inc.
$18BAssets managed
21,991Clients
242Advisers
46 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
- 8111305
- Firm CRD
- 3496