Stefanie Ann Morgan
Investment adviser representative at Nrg Wealth Management
8 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$242MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Nrg Wealth ManagementFeb 2010 to now
- United Capital Financial Advisers, LLCJan 2017 to Jan 2018
- LPL Financial LLCFeb 2010 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, CO, NE).
Nrg Wealth Management
Legal name: J. P. Davis, Inc.
$242MAssets managed
155Clients
4Advisers
7 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
- 2178991
- Firm CRD
- 289548