JAMES JAKE MORTON is an investment adviser representative (IAR) with state registration records since 2010, appearing at 3 firms. Currently registered with WELLS FARGO CLEARING SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | 2016-08-19 | present | Yes |
| BOK FINANCIAL SECURITIES, INC. | 2013-09-17 | 2016-09-16 | — |
| USAA FINANCIAL PLANNING SERVICES | 2010-11-12 | 2013-09-05 | — |