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Jeremy Daniel Morris

Five Pine Wealth

Coeur D'ALene, ID

CRD 6714459

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Employer firm

Five Pine Wealth CRD 317657

$192M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

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

Current Employers
Five Pine Wealth

250 Northwest Blvd. Suite 111, Coeur D'ALene, ID 83814 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-08-12
OR RA APPROVED 2024-07-01
CA RA APPROVED 2024-06-27
MT RA APPROVED 2024-06-27
TX RA APPROVED_RES 2024-06-27
WA RA APPROVED 2024-06-27
ID RA APPROVED 2022-01-14
  • AZ RA
    APPROVED
    Since 2024-08-12
  • OR RA
    APPROVED
    Since 2024-07-01
  • CA RA
    APPROVED
    Since 2024-06-27
  • MT RA
    APPROVED
    Since 2024-06-27
  • TX RA
    APPROVED_RES
    Since 2024-06-27
  • WA RA
    APPROVED
    Since 2024-06-27
  • ID RA
    APPROVED
    Since 2022-01-14

Branch Locations

250 Northwest Blvd. Suite 111, Coeur D'ALene, ID 83814 • 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
Centaurus Financial Inc. Anaheim CA 02/2015 01/2022
Metronomix Inc. Eugene OR 01/2001 12/2019
Five Pine Wealth Coeur D'ALene ID 10/2021 Present
Previous Registrations
Other Businesses

Royal Big A LLC; Investment-related; 784 S Clearwater Loop Suite R Post Falls, ID 83854; The LLC owns and rents a commercial building; Managing Member; Start date: 7/16/2026 4 hours per month; 0 hours per month during securities trading hours; Oversees the operation and leasing of the commercial building.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-27
S63 Uniform Securities Agent State Law Examination 2017-03-11
  • S65 Uniform Investment Adviser Law Examination
    2017-07-27
  • S63 Uniform Securities Agent State Law Examination
    2017-03-11

View on SEC IAPD

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