Joel K Blount
Investment adviser representative at Keudell Morrison Wealth Management, LLC
14 yearsExperience
5 statesRegistered in
$921.5MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Keudell Morrison Wealth Management, LLCApr 2018 to now
- Wells Fargo Advisors Financial Network, LLCApr 2012 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 5 states (CA, LA, OR, TX, WA).
Keudell Morrison Wealth Management, LLC
$921.5MAssets managed
816Clients
8Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4480023
- Firm CRD
- 292600