Morgan Irene Massa

Employer firm

Turtle Creek Wealth Advisors, LLC CRD 322998

$2.76B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• 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

• 07/2018 → 02/2026
  Jpmorgan Securities Llc
  New York, NY
• 07/2018 → 02/2026
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 09/2016 → 05/2017
  Unemployment
  Dallas, TX
• 06/2017 → 08/2017
  Jp Morgan And Chase
  New York, NY
• 08/2016 → 05/2018
  Nanny
  Dallas, TX
• 06/2018 → 07/2018
  Unemployment
  Cincinnati, OH
• 03/2026 → Present
  Turtle Creek Wealth Advisors
  Dallas, TX

Previous Registrations

• 2024-03-12 → 2026-02-15
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY

Other Businesses

Entity Name: AOA II, LLC Investment related: No "Address: 6860 Broadway, Unit B, Denver CO 80221 https://aoadx.com/" Nature of the other business: Medical Position/Title/Relationship: Owner/Partner Start Date: 11/05/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Owner/ Partner. Work with the team performing the research. Entity Name: Sway Investment related: No Address: https://swaythefuture.com/ Nature of the other business: Sustainable Plastics Position/Title/Relationship: Owner/Partner Start Date: 09/23/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Seed+ SAFE, Series A. Sway's patented seaweed material, TPSea Flex?, is proven in-market as the first scalable seaweed-based alternative to plastic-strong, flexible, and home compostable in under 180 days.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-08
• S63 Uniform Securities Agent State Law Examination
  2018-09-12

Other Names

• Morgan Massa
• Morgan Irene Massa
• Morgan I Massa