Jeremy Morris (CRD# 6714459) is an Investment Advisor Representative working at Five Pine Wealth in Coeur D'alene, ID and has over 7 years of experience in the finance industry.
CRD# 1341565
D.a. Davidson & Company
CRD# 4410751
Centaurus Financial, Inc.
CRD# 6408097
Interfund Management Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Five Pine Wealth | Coeur D'alene, ID | Oct 2021 - Current | 2 |
| Centaurus Financial Inc. | Anaheim, CA | Feb 2015 - Jan 2022 | 6 |
| Metronomix Inc. | Eugene, OR | Jan 2001 - Dec 2019 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
| S63 | Uniform Securities State Law Examination | Mar 2017 |
- ID
-
Total Assets Under Management112MILLIONS
-
Total Number of Accounts350ACCOUNTS
-
Average Account Value$320,599
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ, CA, ID, MT, OR, TX, WA
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