Jason M. Morley

Jason - Low Res

JASON M. MORLEY, CPA/PFS, CFP

Manager, Family Office

Email Jason

vCard

Jason Morley began his career in 1999 at Deloitte & Touche as an auditor. After leaving Deloitte & Touche, he entered private accounting and gained experience in investing, financial planning, and Family Office. After relocating to Florida, Jason decided to re-enter public accounting and joined CDL’s Family Office Department in 2013.

  • Areas of Experience

  • High Net Worth Individuals
  • High Net Worth Families
  • Investments
  • Private Equity
  • Financial Planning
  • Certifications

  • New York State CPA
  • Florida CPA
  • Certified Financial Planner
  • Personal Financial Specialist
  • Notary – Florida
  • Notary – New York
  • Professional and Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Florida Institute of Certified Public Accountants (FICPA)
  • Financial Planning Association
  • Education

  • Quinnipiac University, Bachelor of Science in Accounting