Joseph Morelli has been Partner of Keudell Morrison Wealth Management since January 2025, is not listed as a control person, but directly owns between 5% and 10% of the firm. Joseph Morelli holds a B.S. in Marketing Research from Oregon State 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.
J. Michael Morelli is Investment Advisor Representative and Partner of Keudell Morrison Wealth Management, based in Salem, OR. As a Certified Financial Planner, he takes a holistic, goals-based approach when helping clients meet their investment needs. He began his career in the technology sector before joining Keudell Morrison in 2019.
- – present · 4 yearsSalem, OR · Adviser representative · Firm CRD 292600
Professional designations
Listed by Keudell Morrison Wealth Management
- Certified Financial Planner (CFP®)
Investment adviser representative registrations
Joseph Morelli is registered as an investment adviser representative in 2 states. Each was approved in March 2022.
- OregonSince 10 March 2022
- TexasSince 10 March 2022
Examinations
No examinations are on Joseph Morelli’s record.
- Full name
- Joseph Michael Morelli
- CRD
- 7506257
- Firm
- Keudell Morrison Wealth Management · CRD 292600
- Role
- Partner
- Office
- 235 FRONT ST. SE, SUITE 300, Salem, OR 97301
- Registration
- Investment adviser registration
- In the industry since
- March 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- keudellmorrisonwm.com
Where does Joseph Morelli work?
Joseph Morelli has been Partner of Keudell Morrison Wealth Management, LLC since January 2025.
Is Joseph Morelli a financial advisor?
Yes. Joseph Morelli has a current investment-adviser registration in Oregon and Texas, through Keudell Morrison Wealth Management since March 2022.
How many years of experience does Joseph Morelli have?
Joseph Morelli has 4 years in the financial industry, since March 2022, across 1 adviser firm.
Where is Joseph Morelli based?
Joseph Morelli’s registered office is in Salem, OR.
Is Joseph Morelli registered with FINRA?
No. Joseph Morelli has no current broker registration.
Is Joseph Morelli a CFP?
Keudell Morrison Wealth Management lists Joseph Morelli with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
Source: J. Michael Morelli, CFP® biography, keudellmorrisonwm.com
How can I verify Joseph Morelli’s record?
Search CRD 7506257 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Morelli’s full registration record.
