Joseph Mccaughan Morrison
Investment adviser representative at Sentry, LLC
26 yearsExperience
2 statesRegistered in
CFADesignation
$2.3BFirm assets
Are you Joseph Mccaughan Morrison? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
26 years in the industry.
- 1819 Partners, LLCJan 2021 to now
- Sentry, LLCJun 2009 to now
- Morgan Keegan & Company, Inc.Jun 2000 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (LA, TN).
Sentry, LLC
$2.3BAssets managed
74Clients
3Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2001046
- Firm CRD
- 150593