Sten Jacoby Morgan
Investment adviser representative at Stonex Advisors Inc.
10 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$5.1BFirm 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
10 years in the industry.
- Stonex Advisors Inc.Sep 2019 to now
- Stonex Securities IncSep 2019 to now
- MML Investors Services, LLCMar 2017 to Sep 2019
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Sep 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (TN).
Stonex Advisors Inc.
$5.1BAssets managed
9,843Clients
224Advisers
11 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
- 5539814
- Firm CRD
- 174182