Unclaimed Profile

Jason Reeves Naiman

MORTON CAPITAL MANAGEMENT, LLC·CALABASAS, California

Series 1, Series 24, Series 39, Series 63Clean record29 years registeredMORTON CAPITAL MANAGEMENT, LLC

23945 CALABASAS ROAD, SUITE 203, CALABASAS, CA 91302CRD# 344667Firm CRD# 141250

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Reeves Naiman · CALABASAS, CA

Registration

CRD #344667 · MORTON CAPITAL MANAGEMENT, LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MORTON CAPITAL MANAGEMENT, LLC

MORTON WEALTH

Aug 2006 – Jan 2025

CALABASAS, CA

MORTON MANAGEMENT, INC.

Jul 1997 – Sep 2006

CALABASAS, CA

Registrations & Exams

FINRA examinations passed

Series 1

Series 24

Series 39

Series 63

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MORTON CAPITAL MANAGEMENT, LLC

CRD 141250 · SEC 801-67025

AUM

$2.6B

Regulatory assets under management

Employees

3,523 client accounts

Services offered by MORTON CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MORTON CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Reeves Naiman offer?

Jason Reeves Naiman specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Jason Reeves Naiman's credentials?

Jason Reeves Naiman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Reeves Naiman located?

Jason Reeves Naiman is based in CALABASAS, California, last registered with MORTON CAPITAL MANAGEMENT, LLC.

How does Jason Reeves Naiman charge for services?

Jason Reeves Naiman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MORTON CAPITAL MANAGEMENT, LLC?

MORTON CAPITAL MANAGEMENT, LLC has approximately 55 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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