Jason Morton, CFA, CFP®


Director - Wealth Management

Jason has over twenty-seven years of professional experience, primarily as a portfolio manager working with both institutional and individual investors. Prior to joining Vaquero in 2022, Jason spent five years with Northern Trust as Senior Vice President & Portfolio Manager.  Before that, Jason was the Chief Investment Officer for a RIA in Dallas, TX.  He brings a diverse finance and investment background to his role as a wealth manager having served in various leadership positions in private equity, real estate advisory and private wealth management.

Jason holds the Chartered Financial Analyst designation from the CFA Institute as well as the Certified Financial Planner designation through the CFP Board. He earned a BBA in Finance and International Business from The Hankamer School of Business at Baylor University.

Jason lives in Plano with his wife and five children. In his free time, Jason enjoys traveling, golf and spending time with family.