Joseph Charles Morson

Current Employers

Employment History

• 03/2011 → 07/2026
  United Planners' Financial Services
  Scottsdale, AZ
• 11/2002 → 07/2019
  Joseph Morson
  Crofton, MD
• 01/2003 → Present
  Life Values Financial
  Crofton, MD
• 11/2000 → Present
  St Mary'S Catholic Church
  Annapolis, MD
• 11/2000 → Present
  Holy Family Catholic Church
  Annapolis, MD
• 05/2013 → Present
  Stewardship Advisory Group
  Clermont, FL
• 01/2003 → 01/2019
  Maryland Right To Life, Inc
  Annapolis, MD
• 11/2015 → 01/2019
  Catholic Business Network
  Severna Park, MD
• 01/2003 → Present
  Life Values Financial
  Winter Garden, FL
• 05/2013 → Present
  Stewardship Advisory Group
  Clermont, FL
• 01/2003 → 08/2025
  Joseph Morson
  Clermon, FL
• 07/2023 → Present
  Corpus Christi Catholic Church
  Celebration, FL
• 07/2026 → Present
  Oneascent Financial Services, Llc
  Birmingham , AL

Previous Registrations

• 2011-03-02 → 2014-10-02
  United Planners' Financial Services Of America A Limited Partner
  Crofton, MD
  Clermont, FL
• 2009-06-10 → 2014-03-26
  Stewardship Legacy Coaching, Llc
  Crofton, MD
  Ocoee, FL
• 2006-10-03 → 2011-02-11
  Qa3 Financial Llc
  Crofton, MD
  Omaha, NE
• 2004-08-11 → 2006-09-29
  G. A. Repple & Company
  Ocoee, FL
  Crofton, MD
  Ocoee, FL
  Casselberry, FL

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-04
• S63 Uniform Securities Agent State Law Examination
  2000-08-18

Designations

Other Names

• Joe Morson