Jason T. Morris,  CFP<sup>&reg;</sup> - Financial Advisor

Jason T. Morris, CFP®

President & Founder

MentorWealth LLC

15 River Rd, Ste 15B
Wilton, CT 06897-4064
(203) 665-8275 CONNECT WITH Jason
  • facebook link
  • twitter link
  • linkedin link


Jason Morris is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MentorWealth LLC in Wilton, CT and the surrounding communities.

Financial Advisor Overview

MentorWealth is an independent, fee-only advisory firm locally serving Connecticut and virtually serving all 50 States! Focused on comprehensive financial planning and personalized investment solutions, we serve as your family's CFO.


Financial Advisor Experience

EDUCATION: Georgetown University, BSBA, 1995 (Majors: Finance & Marketing, Minor Government) PROFESSIONAL EXPERIENCE: MentorWealth LLC, President & Founder, '19 - present Personal Financial Advisors, LLC, Investment Advisor, '17 - '19 Quadrant Structured Investment Advisors, LLC, Co-Founder/Managing Director), '07-'13 Aladdin Capital Management, Director of Structured Products, '03 - '07 Moody's Investors Service, Vice President / Senior Analyst, '95 - '02 Board Memberships: Riverbrook Regional YMCA, Executive Board Member, Treasurer, '14 - present

Financial Advisor Certifications

Securities Registrations or Exam Qualifications


Designations & Certifications


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Nontraditional Households


Helpful Financial Planning Resources