Jeremy Morris has been Co-Founder, Financial Advisor, Shareholder of Five Pine Wealth Management since January 2021, is a control person of the firm and directly owns between 50% and 75% of it. Jeremy Morris holds a Bachelor's degree in Managerial Economics from Oregon State University and a Master's degree in Wealth Management from Oregon State University.
Five Pine Wealth Management Inc. is a Coeur D'Alene, ID firm with $192M under management, 350 clients and 3 advisers in one office, as of its February 2026 filing.
Jeremy Morris is Co-Founder and Financial Advisor of Five Pine Wealth Management. Morris focuses on financial planning and wealth management for individuals, families and businesses, including tax planning, estate planning, retirement planning and investment management. Morris and business partner Ben founded the firm together in Coeur d'Alene, Idaho.
Jeremy Morris’ longest registration is the current one, 4 years at Five Pine Wealth Management since 2022. Before joining Five Pine Wealth Management in 2022, Jeremy Morris was registered through Centaurus Financial, Inc.
- Five Pine WealthCurrent– present · 4 yearsCoeur D'Alene, ID · Adviser representative · Firm CRD 317657
- Centaurus Financial, Inc.– · 4 yearsCoeur D' Alene, ID · Adviser representative · Firm CRD 30833
Investment adviser representative registrations
Jeremy Morris is registered as an investment adviser representative in 7 states, as a resident of Texas. The first approvals date from January 2022; the most recent is Arizona, in August 2024.
- ArizonaSince 12 August 2024
- CaliforniaSince 27 June 2024
- IdahoSince 14 January 2022
- MontanaSince 27 June 2024
- OregonSince 1 July 2024
- TexasResidentSince 27 June 2024
- WashingtonSince 27 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 27 July 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 March 2017 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 February 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeremy Daniel Morris
- CRD
- 6714459
- Firm
- Five Pine Wealth Management · CRD 317657
- Role
- Co-Founder, Financial Advisor, Shareholder
- Office
- 250 NORTHWEST BLVD., SUITE 111, Coeur D'Alene, ID 83814
- Registration
- Investment adviser registration
- In the industry since
- February 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fivepinewealth.com
Where does Jeremy Morris work?
Jeremy Morris has been Co-Founder, Financial Advisor, Shareholder of Five Pine Wealth Management Inc. since January 2021, and is a control person of the firm.
Is Jeremy Morris a financial advisor?
Yes. Jeremy Morris has a current investment-adviser registration in Arizona, California, Idaho, Montana, Oregon, Texas and Washington, through Five Pine Wealth Management since January 2022.
How many years of experience does Jeremy Morris have?
Jeremy Morris has 9 years in the financial industry, since February 2017, across 2 adviser firms.
What exams has Jeremy Morris passed?
Jeremy Morris has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in February 2017. FINRA credited Jeremy Morris with the SIE, which began in October 2018.
Where is Jeremy Morris based?
Jeremy Morris’ registered office is in Coeur D'Alene, ID.
Is Jeremy Morris registered with FINRA?
No. Jeremy Morris has no current broker registration.
How can I verify Jeremy Morris’ record?
Search CRD 6714459 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremy Morris’ full registration record.
