15 River Road, Suite 15B
Wilton, CT 06897
Training: The Seven Stages of Money Maturity® Training Graduate more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
About Jason Morris
I have spent most of the past twenty years working as a finance and investment professional on the "buy-side." I have worked for private investment companies that managed money for institutions, hedge funds, and wealthy families. I began my career after graduating from Georgetown University in 1995 with Moody's in New York City, where I spent seven years. After Moody's, I moved to a small hedge fund located in Stamford, Connecticut. Rapid growth during my time there allowed for increased responsibilities. I helped lead the launch of a brand new AAA/Aaa rated specialty investment company, while also managing hundreds of millions of dollars in credit / fixed-income assets. But, my time there sparked the entrepreneurial spirit inside of me, so I left to help launch a brand new AAA/Aaa rated company. Launched in 2007, we were able to navigate the Great Recession quite profitably before I decided to sell my stake and move on to something completely new. I joined a friend & former neighbor's successful solo private investment practice to begin servicing families wealth management needs. I obtained my CERTIFIED FINANCIAL PLANNER™ certification and decided to launch my own investment advisory firm, MentorWealth LLC.