Morton Wealth
Jessica Hull is an experienced administrative professional currently serving as a Human Capital Associate and Project Manager at Morton Wealth since June 2023. Jessica has held multiple managerial roles, including District Manager at Arbonne since January 2020 and Independent Wine Consultant at Scout & Cellar from December 2022 to January 2024. Previous experience includes serving as Executive Coordinator and Client Service Associate at Morton Capital, along with a long tenure as Executive Administrative Assistant at Rose, Snyder & Jacobs LLP. Early career roles encompass Client Service Associate at Steel Peak Wealth Management, customer relations at Intuit, and various positions in hospitality and retail settings. Jessica completed high school education at Westlake High School and attended Simi Valley Adult School.
Morton Wealth
Our process is simple: it is all about you, your family and future. At Morton, we believe that wealth must be managed personally if it is to truly enhance your life. This core value deeply resonates with our clients, many of whom have been with us for decades. It is the central focus of our team and the driver of our advice. It’s why, from our inception, we rejected the traditional model of selling products and charging commissions. We have always believed that commissions create biased advice, rather than leaving us open to choose the investments in your best interest and suited to your personality. It’s why we are innovative in broadening our investment offerings, beyond just stocks and bonds, to redefine what ’diversifying a portfolio to protect your wealth’ truly means. And it’s why you’ll be supported by a team, not just an individual, who will sit side-by-side with you over the life of your portfolio to ensure it is as effective for your family today as it is for generations to come - no matter what the future throws your way. Our partnership is not about us, it is about you; our commitment to you is that your wealth will be managed personally. After all, what is truly most important is that you get the most life out of your wealth.