Joel Morgan, financial advisor Fort Worth TX
93 score

Joel Morgan

CRD Number: 5496862
Current Firm: Edward Jones

Joel Morgan (CRD# 5496862) is an Investment Advisor Representative working at Edward Jones in Fort Worth, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2013 - Current 3
Orangefield Columbus Dallas, TX Jun 2011 - Apr 2013 1
Jpmorgan Chase Dallas, TX Dec 2010 - Jun 2011 < 1
Jpmorgan Chase Dallas, TX May 2009 - Dec 2010 1
Fidelity Investments Westlake, TX Feb 2008 - Apr 2009 1
Chase Banke Bellmead, TX Jun 2007 - Jan 2008 < 1
Dell Mcgregor, TX May 2007 - Jun 2007 < 1
Unemployed Odessa, TX Sep 2006 - May 2007 < 1
Baylor University Waco, TX Jul 2002 - Aug 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Joel C. Morgan
Phone Number: 314-515-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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