Joel Blount, financial advisor Salem OR

Joel Blount

CRD Number: 4480023
Current Firm: Keudell Morrison Wealth Management, LLC

Joel Blount (CRD# 4480023) is an Investment Advisor Representative working at Keudell Morrison Wealth Management, LLC in Salem, OR and has over 22 years of experience in the finance industry.

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True Private Wealth Advisors, LLC
Company Name Location Dates Years
Keudell Morrison Wealth Management, LLC Salem, OR Apr 2018 - Current 5
Wells Fargo Advisors Financial Network, LLC Salem, OR Apr 2012 - Apr 2018 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S65 NASAA Investment Advisors Law Examination Apr 2005
Contact Info for Joel K. Blount
Phone Number: (971) 209-4500
Firm Website: https://www.kmwm.com
Registered State(s):
  • LA
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    634
    MILLIONS
  • Total Number of Accounts
    1,804
    ACCOUNTS
  • Average Account Value
    $351,268
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, ID, LA, OR, TX, WA

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