AUMdb
MJ

Morgan Jo Webb

CRD 5417304 Certified Financial Planner

Firms

FirmRoleAs of
Trinity Portfolio Advisors, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗