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
FINANCIAL ADVISOR'S WEBSITE
(203) 665-8275 CONNECT WITH Jason
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General

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.

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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

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

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

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Helpful Financial Planning Resources