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Joseph Michael Morelli

Keudell Morrison Wealth Management, LLC

Salem, OR

CRD 7506257

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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:

Current Employers
Keudell Morrison Wealth Management, Llc

235 Front St. Se Suite 300, Salem, OR 97301 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2022-03-10
TX RA APPROVED 2022-03-10
  • OR RA
    APPROVED
    Since 2022-03-10
  • TX RA
    APPROVED
    Since 2022-03-10

Branch Locations

235 Front St. Se Suite 300, Salem, OR 97301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
On1, Inc. Portland OR 06/2010 03/2019
Keudell Morrison Wealth Management, Llc Salem OR 04/2019 12/2021
Keudell Morrison Wealth Management, Llc Salem OR 12/2021 12/2023
Keudell Morrison Wealth Management, Llc Salem OR 01/2024 Present
Designations
  • Certified Financial Planner
Other Names
  • J. Michael Morelli

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC

Nearby Investors

MICHAEL SCOTT CAPRAI
Caitlin Marie Davis
KEVIN LEE BENEFIEL

Nearby Offices

LPL FINANCIAL LLC · SALEM, OR
EDWARD JONES · SALEM, OR
J.P. MORGAN SECURITIES LLC · SALEM, OR

More in Salem, OR

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