Joseph C. Morson

STEWARDSHIP ADVISORY GROUP

Clermont, FL 34711

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CRD#: 4249722

Professional summary

Joseph Charles Morson, CFP®, who also goes by Joe Morson, is a registered financial advisor currently at STEWARDSHIP ADVISORY GROUP, LLC located in Clermont, Florida and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Clermont, Florida.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Joseph has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joe Morson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) STEWARDSHIP ADVISORY GROUP - FINANCIAL ADVISOR AND CASE PLANNING SPECIALIST - REGISTERED INVESTMENT ADVISOR - CLERMONT, FL - SINCE 05/2013 - INVESTMENT RELATED 2.) LIFE VALUES FINANCIAL - INSURANCE REPRESENTATIVE - NON-VARIABLE INSURANCE - CROFTON, MD - SINCE 01/2003 - NOT INVESTMENT RELATED 3.) LIFE VALUES FINANCIAL - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - CLERMONT, FL - SINCE 11/2015 - INVESTMENT RELATED 4.) LIFE VALUES FINANCIAL - TAX PREPARER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - WINTER GARDEN, FL - SINCE 01/2003 - NOT INVESTMENT RELATED 5.) HOLY FAMILY CATHOLIC CHURCH - ACCOMPANIST - PIANIST/ACCOMPANIST - DAVIDSONVILLE, MD - SINCE 11/2000 - NOT INVESTMENT RELATED 6.) ST MARY'S CATHOLIC CHURCH - ACCOMPANIST - PIANIST/ACCOMPANIST - ANNAPOLIS, MD - SINCE 11/2000 - NOT INVESTMENT RELATED 7.) CORPUS CHRISTI CATHOLIC CHURCH - ACCOMPANIST - CHURCH - CELEBRATION, FL - SINCE 07/2023 - NOT INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Charles Morson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

March 27, 2013 - Present

STEWARDSHIP ADVISORY GROUP, LLC

Office #1: 17011 S.r. 50 Suite 203, Clermont, FL 34711

RIA

CRD#: 165710

Clermont, FL

Current

March 2, 2011 - Present

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Office #1: 17011 S.r. 50 Ste 203, Clermont, FL 34711Office #2: 1735 Tarrytown Ave, Crofton, MD 21114

RIA

CRD#: 20804

Clermont, FL

Past

March 2, 2011 - October 2, 2014

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA

CRD#: 20804

SCOTTSDALE, AZ

Past

June 10, 2009 - March 26, 2014

STEWARDSHIP LEGACY COACHING, LLC

RIA

CRD#: 123640

CROFTON, MD

Past

October 3, 2006 - February 11, 2011

QA3 FINANCIAL LLC

RIA

CRD#: 104957

CROFTON, MD

Past

October 3, 2006 - February 11, 2011

QA3 FINANCIAL CORP.

CRD#: 14754

CROFTON, MD

Past

August 11, 2004 - September 29, 2006

G. A. REPPLE & COMPANY

RIA

CRD#: 17486

CROFTON, MD

Past

October 19, 2000 - September 29, 2006

G. A. REPPLE & COMPANY

CRD#: 17486

CASSELBERRY, FL

Past

August 17, 2000 - September 15, 2000

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STEWARDSHIP ADVISORY GROUP, LLC

CRD#: 165710 / SEC#: 801-77684

RIA

Registered Investment Advisory firm - (3/5/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(9/27/2019)

Delaware
(12/10/2020)

District of Columbia
(12/3/2020)

Florida
(8/31/2018)

IAR

Florida
(12/5/2018)

Georgia
(8/16/2024)

Maryland
(3/2/2011)

Minnesota
(11/26/2024)

New York
(2/15/2024)

Ohio
(10/16/2014)

Pennsylvania
(3/2/2011)

Tennessee
(8/4/2023)

Virginia
(11/16/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/4/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/18/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/15/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/16/2000

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

STEWARDSHIP ADVISORY GROUP, LLC

CRD#: 165710 / SEC#: 801-77684

RIA

Registered Investment Advisory firm - (3/5/2013 Approved)

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Contact information

Main Address

17011 S.r. 50 Suite 203, Clermont, FL 34711

Mailing Address

Phone number

(407) 470-1405

Established

Firm type

Fiscal year end

# of Employees

187

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (6/12/2025)

Regulatory assets under management

Total Number of Accounts	1,108
AUM (Assets Under Management)	$ 261,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Joseph C. Morson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Charles Morson's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

STEWARDSHIP LEGACY COACHING, LLC

QA3 FINANCIAL LLC

QA3 FINANCIAL CORP.

G. A. REPPLE & COMPANY

G. A. REPPLE & COMPANY

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

STEWARDSHIP ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/4/2004

Series 63

Date: 8/18/2000

SIE

Date: 10/1/2018

Series 7

Date: 11/15/2001

Series 6

Date: 8/16/2000

FINRA

Current Firm

STEWARDSHIP ADVISORY GROUP, LLC

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEWARDSHIP ADVISORY GROUP, LLC

TRUST BUT VERIFY

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