Jake Morton is a high-level expert, working in Wells Fargo Advisors main office of which is in 104. on the position of Assistant Vice President - Investment Financial Advisor from 2016. This expert has earned professional experience in more than seven positions at different companies. Jake Morton went to the The American College of Financial Services and was studying from 2011 to 2015. Castle Rock, Colorado is the area, where the professional was lastly known to be situated. This professional's email address and number can be accessed through this website on demand.
Name variants:
Jacob Morton
Last updated May 23, 2024
Contact Information
Workplace
Assistant Vice President - Investment Financial Advisor
Saint Louis, MO
Industry
Financial Services
Colleagues
Work History
Assistant Vice President - Investment Financial Advisor
1 north Jefferson Ave St, Louis, MO
Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK ...
from Aug 2016
Financial Consultant
101 east 2Nd St, Tulsa, OK 74103
Jake is a Financial Consultant with Colorado State Bank and Trust Investment Center, a division of BOSC Inc., affiliated with BOK Financial. Currently responsible for the south Denver region...
Sep 2013 — Aug 2016
Wealth Advisor
9800 Fredericksburg Rd, San Antonio, TX 78240
Lead Wealth Advisor with USAA at their headquarters in San Antonio, Texas. Responsible for working with the Affluent membership in Growing and Protecting Wealth, Retirement Planning, and spe...
Mar 2010 — Sep 2013
Financial Services Representative
51 Madison Ave, New York, NY 10010
Emphasized Family and Asset Protection strategies with my clients and developed comprehensive relationships. Recognized with Career Success award for top long term care in first year.
Dec 2008 — Feb 2010
Registered Representative
600 Dresher Rd, Horsham, PA 19044
Completed career starter internship/training and started to develop client relationships using term/permanent life insurance, variable/fixed annuities and Series 7,63,65 for investments.
Feb 2008 — Dec 2008
Financial Advisor Intern
12555 Manchester Rd St, Louis, MO
Completed securities training for S7&66 while being mentored by senior agent.
Dec 2007 — Feb 2008
Sales Representative
3434 west Reno Ave, Oklahoma City, OK 73104
Working with internal and external partners to develop leading industry knowledge and sales practices. Achieved ambassador status within company for being top 10% in sales force.
Jan 2006 — Dec 2007
Education
2011 — 2015
2010 — 2011
2001 — 2005
Occupations
Executive
Assistant Vice President
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Vice President
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Skills
Chartered Retirement Planning Counselor
Investments
Life Insurance
Group1
Series 7
Series 63
Series 65
Retirement Planning
Financial Advisory
Investment Strategies
Fixed Annuities
Variable Products
Asset Allocation
Long Term Care
Wealth Management
Mutual Funds
Investment Advisory
Estate Planning
Iras
Wealth
Uniform Combined State Law
Financial Services
Retirement
401K
Finra
College Savings Plans
Term Life Insurance
529 Plans
Separately Managed Accounts
Universal Life
Securities
Long Term Care Insurance
Wealth Accumulation
Wealth Management Services
Variable Annuities
Crpc
Whole Life
FAQs about Jake Morton
What's the profession of Jake Morton?
This professional's job is Assistant Vice President - Investment Financial Advisor
What are the main profession of Jake?
These person's professions are Executive and Assistant Vice President
Where does Jake Morton currently live?
The expert lives in Castle Rock, Colorado.
How many companies did Jake Morton work at?
The professional worked at seven jobs.
What education does Jake Morton have?
Jake studied at the American College of Financial Services from 2011 to 2015.
What is the industry that Jake Morton is connected to?
This professional works in Financial Services industry.
Are there any special skills, that Jake Morton has?
Jake Morton has such skills as Chartered Retirement Planning Counselor, Investments, Life Insurance, Group1, Series 7, Series 63, Series 65, Retirement Planning, and Financial Advisory.