Jamie Morton

Jamie Morton: Email & Phone Number

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Senior Registered Client Associate at Merrill Lynch|Davidson, North Carolina, United States

Position:

Senior Registered Client Associate at Merrill Lynch

Location:

Davidson, North Carolina, United States

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Last updated: 2026-08-07
Updated: 2026-08-07

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Work Experience 27 years

Senior Registered Client Associate at Merrill Lynch

Mar 2007 - Current

Executive Personal Assistant at B Hannay

Jul 2004 - Mar 2007

Client Associate at Merrill Lynch

Jun 2002 - Jul 2004

Client Associate at Prudential Financial

Dec 1999 - Jun 2002

Jamie Morton started working in 1999, then the employee has changed 2 companies and 2 jobs. On average, Jamie Morton works for one company for 6 years 8 months.

Their professional focus is Account Servicing, Client Administration, and Client Services across 3 core areas.

Jamie holds Series 66 and Series 7 certifications.

Jamie Morton Namesakes

Name
Company
Position
Jamie Morton
Substitute Teacher
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Jamie Morton
Deputy Section Editor
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Jamie Morton
Financial Services Associate
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