Max Elvrom 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.
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.
Max Elvrom’s longest registration was 7 years at Edward Jones (2017–2024). Before joining Keudell Morrison Wealth Management in 2024, Max Elvrom was registered through Edward Jones and Usaa Financial Planning Services.
- – present · 2 yearsSalem, OR · Adviser representative · Firm CRD 292600
- Edward Jones– · 7 yearsSalem, OR · Adviser representative · Firm CRD 250
- Usaa Financial Planning Services– · 2 yearsPhoenix, AZ · Adviser representative · Firm CRD 106352
- Edward Jones– · 3 yearsRoy, WA · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Max Elvrom is registered as an investment adviser representative in 2 states. Each was approved in July 2024.
- OregonSince 9 July 2024
- TexasSince 9 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 March 2011 |
| Series 7 | General Securities Representative Examination | 23 February 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Max Joseph Elvrom
- CRD
- 5811251
- 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
- June 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Max Elvrom work?
Max Elvrom has been Partner of Keudell Morrison Wealth Management, LLC since January 2025.
Is Max Elvrom a financial advisor?
Yes. Max Elvrom has a current investment-adviser registration in Oregon and Texas, through Keudell Morrison Wealth Management since July 2024.
How many years of experience does Max Elvrom have?
Max Elvrom has 15 years in the financial industry, since June 2011, across 3 adviser firms.
What exams has Max Elvrom passed?
Max Elvrom has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2011. FINRA credited Max Elvrom with the SIE, which began in October 2018.
Where did Max Elvrom work before Keudell Morrison Wealth Management?
Before Keudell Morrison Wealth Management, Max Elvrom was registered through Edward Jones, June 2017 to July 2024; Usaa Financial Planning Services, March 2015 to June 2017; Edward Jones, March 2011 to November 2014.
Where is Max Elvrom based?
Max Elvrom’s registered office is in Salem, OR.
Is Max Elvrom registered with FINRA?
No. Max Elvrom has no current broker registration.
How can I verify Max Elvrom’s record?
Search CRD 5811251 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Max Elvrom’s full registration record.
