Jackson Morton
Advisor at Edward Jones
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Edward Jones
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Jefferson, IA 50129
Credentials
Series 66
Industry experience
< 1 year
Jackson Morton is a financial advisor at Edward Jones in Jefferson, IA, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience working in various roles including at Mumma and Pedersen Law Firm, Home State Bank, and Heartland Bank. Outside of his advisory role, he is involved with Paup Farms LLC and Paup Ag Services LLC in farming and agricultural services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and provides a range of advisory services supported by a large nationwide network of financial advisors and branch offices.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
115 E Lincoln Way, Suite 190
Jefferson, IA 50129
Iowa · Texas
Edward Jones
2025 - Present (1 year)
Unemployed
2025 - 2025 (1 year)
Mumma and Pedersen Law Firm
2024 - 2024 (1 year)
Home State Bank
2024 - 2024 (1 year)
Heartland Bank
2023 - 2023 (1 year)
Towers Construction
2022 - 2022 (1 year)
Paup Farms
2019 - 2025 (6 years)
Self Employed
2019 - 2024 (5 years)
Unemployment
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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