Morgan Nichole Marx

Employer firm

William Joseph Capital Management, Inc. CRD 226535

$694M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → Present
  William Joseph Capital Management Llc
  Houston, TX
• 02/2010 → 08/2018
  Schellinger Holding Group Llc
  Houston, TX
• 04/2014 → Present
  Morgan Marx - Self Employed
  Houston, TX
• 04/2018 → Present
  Synergy Independent Financial Solutions Lp
  Houston, TX
• 04/2018 → Present
  Synfinsol, Llc
  Houston, TX

Other Businesses

1) Synergy Independent Financial Solutions, LP. investment-related. sales of insurance products. Co-Founder and Managing Partner. Started April 2018. Devote approximately 160 hours per month during trading hours. 2) SynFolSol, LLC - this is the general partner of Synergy Independent Financial Solutions, LP. This entity exists for tax purposes and receipt of compensation only. 3) Insurance sales as independent insurance agent. 2220 Moon Tower Trail, Leander, TX. Insurance sales. Started February 2025. 80 hours per month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-14

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Morgan N Glessner