Joseph Douglas Morris
Investment adviser representative at The Millstone Evans Group, LLC
12 yearsExperience
2 statesRegistered in
$893.3MFirm assets
5 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 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
12 years in the industry.
- The Millstone Evans Group, Inc.Apr 2024 to now
- Transamerica Capital IncJun 2022 to Apr 2024
- Whole Foods MarketMay 2021 to Aug 2021
- Self EmployedDec 2020 to Apr 2022
- University of Colorado BoulderAug 2018 to May 2022
- Front Range RecreationMay 2018 to Jul 2019
- Cherry Creek High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
The Millstone Evans Group, LLC
$893.3MAssets managed
654Clients
7Advisers
5 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
- 7587049
- Firm CRD
- 311142