Morgan Jo Webb
CFP®Professional Summary
Morgan Jo Webb, CFP®, who also goes by Morgan Jo Spaeny, Morgan Webb, is a registered financial advisor currently at TRINITY PORTFOLIO ADVISORS, LLC located in Southlake, Texas. Morgan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Morgan has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Morgan Jo Spaeny, Morgan Webb
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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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Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
ADAMI, LINDSEY & COMPANY, LLP | VOGEL FINANCIAL GROUP | TRINITY PORTFOLIO ADVISORS, LLC | TRINITY LS INVESTMENTS, LLC | TRINITY LS FUND III | TRINITY 2015 LS FUND | TRINITY 2014 LS FUND | THE M GROUP | TEXOMA FINANCIAL SERVICES, LP | RYLANDER, CLAY & OPITZ | PRIDE FINANCIAL ADVISORS | PATTON FINANCIAL SERVICES | NVEST WEALTH MANAGEMENT | HAYDEN FINANCIAL PARTNERS | GOLLOB, MORGAN & PEDDY FINANCIAL SERVICES | FREE4HIM, LLC | FORD & JOSLIN, LLC | FERGUSON OBERST WEALTH MANAGEMENT | ESTRADA WEBB & ASSOCIATES | COVENANT FAMILY FINANCIAL | CHARIS MULTI FAMILY OFFICE | CHALK, CULLUM & ASSOCIATES | CHALK CULLUM WEALTH MANAGEMENT, LLC | ALLEN WEALTH ADVISORS, LLC
Contact Information
Main Address
121 Countryside Court Suite 140, Southlake, TX 76092Phone Number
(817) 416-7227# of Employees
13SEC notice filing (20 States and Territories)
Registered to provide investment advisory services in 20 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,422AUM (Assets Under Management)
$530,536,813Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/24/2026 | Cover Page | Report |
| 10/22/2025 | Cover Page | Report |
| 09/13/2024 | Cover Page | Report |
| 10/27/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ADAMI, LINDSEY & COMPANY, LLP | VOGEL FINANCIAL GROUP | TRINITY PORTFOLIO ADVISORS, LLC | TRINITY LS INVESTMENTS, LLC | TRINITY LS FUND III | TRINITY 2015 LS FUND | TRINITY 2014 LS FUND | THE M GROUP | TEXOMA FINANCIAL SERVICES, LP | RYLANDER, CLAY & OPITZ | PRIDE FINANCIAL ADVISORS | PATTON FINANCIAL SERVICES | NVEST WEALTH MANAGEMENT | HAYDEN FINANCIAL PARTNERS | GOLLOB, MORGAN & PEDDY FINANCIAL SERVICES | FREE4HIM, LLC | FORD & JOSLIN, LLC | FERGUSON OBERST WEALTH MANAGEMENT | ESTRADA WEBB & ASSOCIATES | COVENANT FAMILY FINANCIAL | CHARIS MULTI FAMILY OFFICE | CHALK, CULLUM & ASSOCIATES | CHALK CULLUM WEALTH MANAGEMENT, LLC | ALLEN WEALTH ADVISORS, LLC
State Registrations and Notice Filings
(8/5/2016)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2007About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Morgan Jo Webb's CRS (Customer Relationship Summary).
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