Joel K Blount

Employer firm

Keudell Morrison Wealth Management, LLC CRD 292600

$922M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 04/2018
  Wells Fargo Advisors Financial Network, Llc
  Salem, OR
• 04/2018 → Present
  Keudell Morrison Wealth Management, Llc
  Salem, OR

Previous Registrations

• 2012-04-20 → 2018-04-20
  Wells Fargo Advisors Financial Network, Llc
  Salem, OR
• 2009-06-01 → 2012-05-04
  Morgan Stanley
  Salem, OR
• 2005-04-05 → 2009-06-01
  Citigroup Global Markets Inc.
  Salem, OR
  Salem, OR

Other Businesses

Mr. Blount is a licensed insurance agent authorized to sell insurance products of various insurance companies. This could present a potential conflict of interest as he could receive commissions for selling these products. Clients are under no obligation to purchase products that he may recommend, nor are they obligated to purchase those products through him. Approximately 0% of his time is spent on insurance products during trading hours and 4% of his time during non-trading hours. Since January 2013 Mr. Blount has managed the Myriad III LLC 401(k) Plan, an investment-related activity, at the Keudell Morrison Wealth Management, LLC office located at 235 FRONT ST. SE SUITE 300 SALEM, OR 97301 United States. Mr. Blount devotes one hour per month to this activity during trading hours and no hours per month during non-trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-04-01
• S63 Uniform Securities Agent State Law Examination
  2002-02-15