Joel Blount has been Partner/Member of Keudell Morrison Wealth Management since January 2012, is a control person of the firm and directly owns between 25% and 50% of it. Joel Blount studied at Western Oregon University.
Keudell Morrison Wealth Management, LLC is a Salem, OR firm with $922M under management, 816 clients and 6 advisers in one office, as of its July 2026 filing.
Joel K. Blount is Senior Investment Advisor Representative and Partner of Keudell Morrison Wealth Management, based in Salem, OR. He began his investment career with Salomon Smith Barney in 2000, which later became Morgan Stanley Smith Barney, and remained there until 2012. In 2012, Blount and his partners formed Keudell/Morrison Wealth Management.
Joel Blount’s longest registration is the current one, 8 years at Keudell Morrison Wealth Management since 2018. Before joining Keudell Morrison Wealth Management in 2018, Joel Blount was registered through Wells Fargo Advisors Financial Network, LLC and Morgan Stanley Smith Barney LLC.
- – present · 8 yearsSalem, OR · Adviser representative · Firm CRD 292600
- Wells Fargo Advisors Financial Network, LLC– · 6 yearsSalem, OR · Adviser representative · Firm CRD 11025
- Morgan Stanley Smith Barney LLC– · 2 yearsSalem, OR · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 4 yearsSalem, OR · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Joel Blount is registered as an investment adviser representative in 5 states. Each was approved in April 2018.
- CaliforniaSince 9 April 2018
- LouisianaSince 9 April 2018
- OregonSince 6 April 2018
- TexasSince 6 April 2018
- WashingtonSince 23 April 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 1 April 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 February 2002 |
| Series 7 | General Securities Representative Examination | 25 January 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joel K Blount
- CRD
- 4480023
- Firm
- Keudell Morrison Wealth Management · CRD 292600
- Role
- Partner/Member
- Office
- 235 FRONT ST. SE, SUITE 300, Salem, OR 97301
- Registration
- Investment adviser registration
- In the industry since
- January 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- keudellmorrisonwm.com
Where does Joel Blount work?
Joel Blount has been Partner/Member of Keudell Morrison Wealth Management, LLC since January 2012, and is a control person of the firm.
Is Joel Blount a financial advisor?
Yes. Joel Blount has a current investment-adviser registration in California, Louisiana, Oregon, Texas and Washington, through Keudell Morrison Wealth Management since April 2018.
How many years of experience does Joel Blount have?
Joel Blount has 24 years in the financial industry, since January 2002, across 4 adviser firms.
What exams has Joel Blount passed?
Joel Blount has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in January 2002. FINRA credited Joel Blount with the SIE, which began in October 2018.
Where did Joel Blount work before Keudell Morrison Wealth Management?
Before Keudell Morrison Wealth Management, Joel Blount was registered through Morgan Stanley Smith Barney LLC, June 2009 to May 2012; Citigroup Global Markets Inc., April 2005 to June 2009.
Where is Joel Blount based?
Joel Blount’s registered office is in Salem, OR.
Is Joel Blount registered with FINRA?
No. Joel Blount has no current broker registration.
How can I verify Joel Blount’s record?
Search CRD 4480023 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joel Blount’s full registration record.
