Morgan Jo Webb
Investment adviser representative at Trinity Portfolio Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$530.5MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Estrada Webb and AssociatesAug 2016 to now
- Trinity Portfolio Advisors, LLCAug 2016 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Trinity Portfolio Advisors, LLC
$530.5MAssets managed
622Clients
10Advisers
16 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
- 5417304
- Firm CRD
- 151721