Sten Jacoby Morgan

Current Employers

Employment History

• 03/2017 → 09/2019
  Mml Investors Services, Llc
  Franklin, TN
• 07/2016 → 09/2019
  Massachusetts Mutual Life Insurance Company
  Franklin, TN
• 09/2019 → Present
  Stonex Securities Inc
  Franklin, TN
• 09/2019 → Present
  Stonex Advisors Inc
  Franklin, TN

Previous Registrations

• 2017-03-25 → 2019-10-03
  Mml Investors Services, Llc
  Franklin, TN
  Franklin, TN
  Brentwood, TN
  Franklin, TN
• 2012-06-11 → 2017-03-25
  Msi Financial Services, Inc.
  Memphis, TN
  Franklin, TN
• 2012-02-29 → 2012-06-08
  Raymond James Financial Services Advisors, Inc
  Brentwood, TN
• 2009-08-10 → 2012-01-20
  Raymond James Financial Services Advisors, Inc
  Nashville, TN
  Franklin, TN

Other Businesses

1) Health/Group Benefits 6700 Tower Circle Suite 310 Franklin, TN 37067 Nature of Business: Selling group health benefits Investment Related: Non-Investment Related Title: Advisor Duties: Referral Partner Start Date: 2/15/15 Hours Devoted to Business: 3 Hours Devoted to Business during Market Hours: 3 2) Legacy Investment Planning 6700 Tower Circle Suite 310 Franklin, TN Nature of Business: DBA for Investment Business Investment Related: Yes Title: Owner/advisor Duties: Advisor to clients Start Date: 6/1/2012 Hours Devoted to Business: 160 Hours Devoted to Business during Market Hours: 8 3) SLJ Properties 6700 Tower Circle Suite 310 Franklin, TN Nature of Business: Own rental real estate. 100% owned by me Investment Related: Non-Investment Related Title: Owner Start Date: 09/18/2020 Duties: I will oversee property and duties related to rental Hours Devoted to Business: 4 Hours Devoted to Business during Market Hours: 2 4) Success Mindsets LLC 6700 Tower Circle Suite 310 Franklin, TN 37067 Nature of Business: Wrote a book and coach other financial advisors Investment Related: Non-Investment Related Start Date: 07/28/2017 Title: Owner Duties: Owner and help create content to share with other financial advisors Hours Devoted to Business: 16 Hours Devoted to Business during Market Hours: 10 5) Non variable insurance lines 6700 Tower Circle Suite 310 Franklin, TN 37067 Nature of Business: Selling fixed life, DI, LTC, etc... Investment Related: No Business Position: Advisor Business Duties: Agent Business Start Date: 03/14/2022 Approximately 12 hours spent on this OBA monthly with 12 hours spent during market hours monthly. 6) Name: Franklin Reinsurance Company Nature of Business: C Corp that holds reserves to protect against uncovered risks for my companies Investment Related: No Business Position: Owner Business Duties: I own and manage the C Corp Business Start Date: 12/19/2023 Approximately one hour spent on this OBA monthly, with one hour spent during market hours.

Exams

• S66 Uniform Combined State Law Examination
  2009-04-15

Designations