Jason Morton is a CFA, CFP-designated registered investment advisor at Vaquero Private Wealth, LTD., based in Dallas, TX, with 12 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 285 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vaquero Private Wealth charges a fee based on the size and scope of the relationship, complexity of the investments, necessary time commitments, and associated travel requirements. The fee is no more than 1.75% annually. Fees are negotiable and may vary among clients. The fee is paid monthly in advance.
Location
8111 Douglas Avenue, Suite 1350, Dallas, TX, 75225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Vaquero Private Wealth, LTD.
Previous Registrations
Shamrock Asset Management LLC
Cain, Watters & Associates, P.L.L.C.
III to I Financial Management Research, L.P.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.