Joseph Michael Morphew

Employer firm

Mdrn Capital CRD 325950

$339M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 01/2015 → 12/2020
  State Farm
  Williamston, MI
• 01/2020 → 12/2024
  Morphew Insurance Group
  Howell, MI
• 01/2025 → 04/2025
  Farther Finance
  Howell, MI
• 11/2025 → 03/2026
  Raymond James Financial Services, Inc.
  Dundee, MI
• 05/2025 → 08/2025
  Unemployed
  Howell, MI
• 09/2025 → 03/2026
  Raymond James Financial Services Advisors, Inc.
  Dundee, MI
• 03/2026 → Present
  Mdrn Capital, Llc
  Howell, MI

Previous Registrations

• 2025-09-16 → 2026-04-13
  Raymond James Financial Services Advisors, Inc
  Dundee, MI
• 2025-02-03 → 2025-04-11
  Farther
  Howell, MI
  San Francisco, CA

Other Businesses

1) MDRN Insurance LLC; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approximately 10% of time during the month. 2) La Boutique; Not investment-related; 115 E Grand River, Howell, MI. 48843; Woman's consignment retail; Owner; Part-time support functions; Less than 5% of time during the month. 3) Joseph Morphew Sole Proprietorship; Not investment-related; Same address; Pickleball Coaching; Coach; Coach pickleball; Less than 5% of time during the month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-11

Other Names

• Joe Morphew