Joseph Brent Morley
Investment adviser representative at Esi Financial Advisors
23 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 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 feeCommissions
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
23 years in the industry.
- Equity Services, Inc.May 2026 to now
- National Life GroupJan 2026 to now
- MML Investors Services, LLCSep 2024 to Dec 2025
- Massmutual Life Insurance CompanyAug 2023 to Dec 2025
- Farmer InsuranceJan 2023 to Sep 2023
- Uniformed Services Veterans MortgageJan 2021 to Dec 2022
- Joe Morley's Smoked Beef & BbqApr 2003 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 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
- 7958675
- Firm CRD
- 265