Joshua David Morris

Employer firm

Ideal Financial Planning CRD 339608

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2015 → 10/2024
  Strategic Financial Planning
  Plano, TX
• 10/2024 → 07/2025
  Range Advisory, Llc
  Mclean, VA
• 10/2025 → Present
  Ideal Financial Planning, Llc
  Mustang, OK

Previous Registrations

• 2024-11-04 → 2025-08-04
  Range Advisory, Llc
  Mustang, OK
  Mclean, VA
• 2016-01-16 → 2024-10-25
  Strategic Financial Planning, Inc.
  Plano, TX
  Mustang, OK

Other Businesses

Josh Morris, CPA, PLLC; NOT investment-related; 4825 Hambletonian Ln, Mustang, OK 73064; Accounting and Tax Consulting; Managing Member; 1/24/2022 to present; Less than 5 hours per month (none of which are during securities trading hours); Provide accounting and tax consulting, including but not limited to, tax projections, tax return preparation, bookkeeping, and consulting.

Designations

• Certified Financial Planner
• Personal Financial Specialist