Jason M. Morton

VAQUERO PRIVATE WEALTH, LTD.

DALLAS, TX 75225

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CRD#: 2676240

Professional summary

Jason Matthew Morton is a registered financial advisor currently at VAQUERO PRIVATE WEALTH, LTD. located in Dallas, Texas.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jason has worked at 8 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Matthew Morton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 27, 2022 - Present

VAQUERO PRIVATE WEALTH, LTD.

Office #1: 8111 Douglas Avenue Suite 1350, Dallas, TX 75225

RIA

CRD#: 305266

DALLAS, TX

Past

August 22, 2012 - July 24, 2017

SHAMROCK ASSET MANAGEMENT LLC

RIA

CRD#: 108125

DALLAS, TX

Past

October 2, 2006 - October 1, 2009

CAIN, WATTERS & ASSOCIATES, LLC

RIA

CRD#: 111521

DALLAS, TX

Past

May 15, 2006 - October 6, 2009

TECTONIC ADVISORS LLC

RIA

CRD#: 139713

SUITE 250, TX

Past

January 19, 2001 - December 31, 2002

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

DALLAS, TX

Past

May 15, 1997 - January 22, 1999

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

January 21, 1997 - May 20, 1997

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Past

April 15, 1996 - November 26, 1996

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

November 8, 1995 - April 25, 1996

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VAQUERO PRIVATE WEALTH, LTD.

VAQUERO PRIVATE WEALTH, LLC | VAQUERO PRIVATE WEALTH, LTD.

CRD#: 305266 / SEC#: 801-117364

RIA

Registered Investment Advisory firm - (9/20/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(4/27/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/15/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/13/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/7/1995

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/26/1996

General Securities Principal Examination

Current Firm

VAQUERO PRIVATE WEALTH, LTD.

VAQUERO PRIVATE WEALTH, LLC | VAQUERO PRIVATE WEALTH, LTD.

CRD#: 305266 / SEC#: 801-117364

RIA

Registered Investment Advisory firm - (9/20/2019 Approved)

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Contact information

Main Address

8111 Douglas Avenue Suite 1350, Dallas, TX 75225

Mailing Address

Phone number

(214) 269-7855

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VAQUERO PRIVATE WEALTH ADV 2A (7/14/2025)

Regulatory assets under management

Total Number of Accounts	682
AUM (Assets Under Management)	$ 798,554,146

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/09/2025	Cover Page	Report
11/26/2024	Cover Page	Report
04/02/2024	Cover Page	Report

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jason M. Morton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Matthew Morton's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHAMROCK ASSET MANAGEMENT LLC

CAIN, WATTERS & ASSOCIATES, LLC

TECTONIC ADVISORS LLC

1ST GLOBAL CAPITAL CORP.

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

AVANTAX INVESTMENT SERVICES, INC.

FIDELITY DISTRIBUTORS COMPANY LLC

Primary Firm SEC Registration

VAQUERO PRIVATE WEALTH, LTD.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/15/1995

Series 7

Date: 5/13/1996

Series 6

Date: 11/7/1995

Series 24

Date: 6/26/1996

Current Firm

VAQUERO PRIVATE WEALTH, LTD.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VAQUERO PRIVATE WEALTH, LTD.

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