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Inactive

Joseph Michael Morelli

Keudell Morrison Wealth Management, LLC

Salem, OR

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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
Other Names
  • J. Michael Morelli

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
CAPSTONE WEALTH ADVISORS, LLC

Other Investors

MICHAEL SCOTT CAPRAI
Caitlin Marie Davis
KEVIN LEE BENEFIEL
John Daryl Acosta Bernardio
DAVID JOHN WRIGHT
YORK APARICIO MENDOZA
JASON H HARRIS
Chad Michael Wright

Other Offices

LPL FINANCIAL LLC · SALEM, OR
EDWARD JONES · SALEM, OR
J.P. MORGAN SECURITIES LLC · SALEM, OR
LPL FINANCIAL LLC · SALEM, OR
STIFEL, NICOLAUS & COMPANY, INCORPORATED · SALEM, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Salem, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Salem, OR
U.S. BANCORP ADVISORS, LLC · Salem, OR

More in Salem, OR

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