Michelle Jayne Morris

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 09/2020 → 02/2021
  Pfs Investments Inc.
  Stafford, TX
• 07/2020 → 02/2021
  Primerica Financial Services
  Stafford, TX
• 03/2014 → Present
  Better Homes And Garden Gary Greene
  Houston, TX
• 03/2021 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Sugar Land, TX

Previous Registrations

• 2021-05-11 → 2024-08-23
  Triad Advisors Llc
  Atlanta, GA
  Sugar Land, TX

Other Businesses

1)Consolidated Planning Group,Inc;investment related;19901 Southwest Freeway,Sugar Land,TX 77479;insurance and financial planning;general agent;3/2021;160 hrs/month;6.5 hrs during trading;market,service,and sell fixed insurance based products 2)Consolidated Planning Group;not investment related;19901 Southwest Freeway,Sugar Land,TX 77479;insurance;sales agent;3/2021;3 hrs/month;less than 1 hr during trading;market and sell health related products to individuals 3)Consolidated Planning Group,Inc;not investment related;19901 Southwest Freeway,Sugar Land,TX 77479;speaker,presenter of seminars;presenter;3/2021;2 hrs/month;less than 1 hr during trading;hosting seminars on non securities related topics 4) CONSOLIDATED PLANNING GROUP, INC. POSITION: registered rep NATURE: Incorporated INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2021 ADDRESS: 19901 Southwest Freeway, Sugar Land TX 77479, United States DESCRIPTION: Financial planning hosting webinars servicing special needs clients 5)Better Homes and Gardens Real Estate,Gary Greene;not investment related;5150 Woodway Dr,Houston,TX;real estate referral agent;realtor;3/2013;2 hrs/month;0 hrs during trading;giving referral clients to other realtors to work with 6)Tutoring;not investment related;10303 Chapel Ct,Missouri City,TX 77459;tutoring students;tutor;2/1/2022;12 hrs/month;0 hrs during trading;helping with homework,reading and writing,practice with math 7) FIXED INSURANCE POSITION: sales agent NATURE: Incorporated INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/01/2021 ADDRESS: 19901 Southwest Freeway, Sugar Land TX 77479, United States DESCRIPTION: market and sell insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-07
• S63 Uniform Securities Agent State Law Examination
  2020-10-07

Other Names

• Michelle Morris
• Michelle Jayne Banjura