Brian W. Morton
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Brian Walter Morton II, who also goes by Brian Morton, was a registered financial professional .
Brian is a previously registered financial professional and started their career in finance in 2023. Brian had worked at 2 firms .
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 11, 2023 - September 14, 2026
BRIGHTON JONES LLC
April 5, 2023 - August 31, 2023
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT
Primary Firm SEC Registration
BRIGHTON JONES LLC
CRD#: 108601 / SEC#: 801-57087
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
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Current Firm
BRIGHTON JONES LLC
CRD#: 108601 / SEC#: 801-57087
Contact information
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,808 |
| AUM (Assets Under Management) | $ 18,879,719,548 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/19/2025 | ||
| 02/14/2025 | ||
| 11/17/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
