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Jackson Morton

Advisor at Edward Jones

Updated today

Location

Jefferson, IA 50129

Credentials

Series 66

Industry experience

< 1 year

About

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.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$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)

Other

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.

Location

115 E Lincoln Way, Suite 190

Jefferson, IA 50129

Most active in

Iowa · Texas

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Alexander S

Series 63, Series 66

Waukee, IA

Kestra Advisory

Alexander Sturm is a financial advisor with Kestra Advisory in Waukee, Iowa, holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Wells Fargo Financial and has served as the financial planning director at Generations Wealth Advisors LLC. Sturm is also a board member of the Dallas County Hospital Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a broad client base including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar

Aaron S

Series 66

Perry, IA

Kestra Advisory

Aaron Sturm is a financial advisor with Kestra Advisory and holds a Series 66 designation. He joined the firm in 2026 and previously worked at Casey's Corporation from 2022 to 2025, as well as serving in educational roles at the University of Iowa and Waukee High School. Sturm is based in Perry, Iowa. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and supports multiple management platforms with approximately $79.8 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Maxwell N

CFP®, Series 63, Series 66

Jefferson, IA

LPL Financial

Maxwell Neese is a CFP® professional with four years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Cambridge Investment Research Advisors, MWA Financial Services, and Modern Woodmen of America. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Andrew B

Series 66

Perry, IA

Edward Jones

Andrew Brommer is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at Princor Financial Group and Principal Life Insurance Co. Brommer is also the owner of Brommer Investments LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of managed solutions and advisory services supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Timothy H

CFP®, Series 63, Series 65

Jefferson, IA

LPL Financial

Timothy Heisterkamp is a CFP® professional with 28 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Cambridge Investment Research Advisors and Investment Centers of America, Inc. Outside of his advisory role, he serves as a minister and is involved with a political exploratory committee. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Juliana D

Series 63, Series 65

Jefferson, IA

LPL Financial

Juliana Dukes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. Her prior roles include positions at Farm Bureau Financial Services and FBL Marketing Services. Outside of her advisory work, she is involved in chicken egg sales and jewelry sales businesses in Iowa. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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