Jeremy Daniel Morris
Investment adviser representative at Five Pine Wealth
25 yearsExperience
7 statesRegistered in
$191.8MFirm assets
2 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Five Pine WealthOct 2021 to now
- Centaurus Financial Inc.Feb 2015 to Jan 2022
- Metronomix Inc.Jan 2001 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 7 states (AZ, CA, ID, MT, OR, TX, WA).
Five Pine Wealth
Legal name: Five Pine Wealth Management Inc.
$191.8MAssets managed
350Clients
3Advisers
2 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
- 6714459
- Firm CRD
- 317657