Joshua Daniel Morales
Investment adviser representative at Sowell Management
7 yearsExperience
2 statesRegistered in
$4.8BFirm assets
21 yearsFirm in business
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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
7 years in the industry.
- Nest Financial LLCJul 2022 to now
- Sowell ManagementMay 2022 to now
- UnemployedFeb 2022 to May 2022
- The Retirement Planning GroupJun 2018 to Feb 2022
- Bank of America, N.A.May 2016 to Jun 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
Sowell Management
Legal name: Sowell Financial Services, LLC
$4.8BAssets managed
6,624Clients
102Advisers
21 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
- 6555167
- Firm CRD
- 127145