Joseph Morson, financial advisor Ocoee FL

Joseph Morson

CRD Number: 4249722
Current Firm: Stewardship Advisory Group, LLC

Joseph Morson (CRD# 4249722) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Ocoee, FL and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Stewardship Advisory Group Ocoee, FL May 2013 - Current 7
United Planners' Financial Services Scottsdale, AZ Mar 2011 - Current 9
Life Values Financial Crofton, MD Jan 2003 - Current 18
Life Values Financial Crofton, MD Jan 2003 - Current 18
St Mary's Catholic Church Annapolis, MD Nov 2000 - Current 20
Holy Family Catholic Church Annapolis, MD Nov 2000 - Current 20
Joseph Morson Crofton, MD Nov 2002 - Jul 2019 16
Catholic Business Network Severna Park, MD Nov 2015 - Jan 2019 3
Maryland Right To Life, Inc. Annapolis, MD Jan 2003 - Jan 2019 16
Qa3 Financial Corp Omaha, NE Oct 2006 - Feb 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
S65 NASAA Investment Advisors Law Examination Aug 2004
Contact Info for Joseph C. Morson
Phone Number: 407-470-1405
Registered State(s):
  • FL
  • MD
  • NE
By the Numbers
  • Total Assets Under Management
    214
    MILLIONS
  • Total Number of Accounts
    1,046
    ACCOUNTS
  • Average Account Value
    $204,862
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, KS, LA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

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