Edward Jones
32yrs
Top advisor by experience in Jefferson
1yr
Based in Jefferson, Iowa, Jackson Morton is a fiduciary financial advisor with 1 year of industry experience. Jackson has been with Edward Jones since 2025. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 6 advisors with offices in Jefferson, and one of 6 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office115 E Lincoln Way, Suite 190, Jefferson, IA 50129
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2025 – nowEdward JonesCurrent firm
Questions to ask Jackson
Tailored to Jackson’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jackson
How do I contact Jackson?
Call Edward Jones at 314-515-2000 and ask for Jackson Morton. Jackson works from the Jefferson, IA office.
How long has Jackson been a financial advisor?
Jackson has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Jackson hold?
Series 66. Tap any license on this page to see what it allows.
Is Jackson a fiduciary?
Jackson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jackson paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jackson for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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