James Morton
James Morton is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Geneva, IL, with 44 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
524 W. State St., Suite F, Geneva, IL, 60134
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 1997Customer Dispute
December 1991Other Business Activities
James is an officer and president of Morton Private Wealth Strategies, Inc. and Morton, Campbell, & Shannon, LLC, handling financial aspects and succession planning, respectively, dedicating minimal time to each. James is also a partner in Morton Properties, LLC, a rental real estate business, spending a few hours per week operating the LLC.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
First Investors CorporationBroker
State Registrations36 states
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