Joel Blount
Keudell Morrison Wealth Management · Salem, Oregon
Joel Blount is a fee-only financial advisor at Keudell Morrison Wealth Management in Salem, Oregon. Keudell Morrison Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Joel →
Facts
| Firm | Keudell Morrison Wealth Management |
|---|---|
| Based in | Salem, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $921.5M across 2,083 accounts |
| SEC registration | Investment adviser representative in CA, LA, OR, TX, WA · CRD 4480023 |
| Exams passed | Series 63 (2002) · Series 65 (2005) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.keudellmorrisonwm.com |
How Joel's firm compares
- Keudell Morrison Wealth Management's average account is about $442,000, from its Form ADV (assets managed divided by 2,083 accounts).
Request an introduction to Joel
Tell Joel a little about what you're looking for. Joel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Joel
Is Joel Blount a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joel holds no broker registration, and Keudell Morrison Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joel charge for financial advice?
Joel's firm, Keudell Morrison Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joel Blount based?
Joel Blount is based in Salem, Oregon.
Is Joel Blount registered with the SEC?
Yes. Joel Blount is registered as an investment adviser representative in CA, LA, OR, TX and WA (CRD 4480023), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Keudell Morrison Wealth Management manage?
Keudell Morrison Wealth Management reports $921.5M across 2,083 accounts in assets under management.
How do I contact Joel Blount?
Through Joel's website, www.keudellmorrisonwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.