Joseph Charles Morson
Investment adviser representative at Oneascent Financial Services LLC
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.5BFirm 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
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Oneascent Financial Services, LLCJul 2026 to now
- Corpus Christi Catholic ChurchJul 2023 to now
- Stewardship Advisory GroupMay 2013 to now
- Life Values FinancialJan 2003 to now
- Holy Family Catholic ChurchNov 2000 to now
- St Mary's Catholic ChurchNov 2000 to now
- Catholic Business NetworkNov 2015 to Jan 2019
- United Planners' Financial ServicesMar 2011 to Jul 2026
- Maryland Right To Life, IncJan 2003 to Jan 2019
- Joseph MorsonNov 2002 to Aug 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (FL).
Oneascent Financial Services LLC
$3.5BAssets managed
5,279Clients
79Advisers
10 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
- 4249722
- Firm CRD
- 284549