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Trustee- the C-Ii Trust · Morton Wealth

Jennifer L. Seetoo

CRD 6921043 · Named on Form ADV at one SEC-registered adviser

At a glance

Morton Wealth, an SEC-registered wealth manager based in Calabasas, CA with $3.5 billion in regulatory assets, lists Jennifer L. Seetoo on its Form ADV as Trustee- the C-Ii Trust.

Firms and roles

  • Morton WealthTrustee- the C-Ii TrustWealth manager · Calabasas, CA · $3.5B in regulatory assets

AtlasMembers

Jennifer’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

4 more people named with Jennifer on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jennifer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.