Jeremy Daniel Morris
Investment Adviser Representative at FIVE PINE Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeremy Daniel Morris is an investment adviser representative with FIVE PINE Wealth in Coeur D'alene, ID, where they have been registered since 2022. They have worked in the securities industry since 2017 and were previously registered with Centaurus Financial, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Arizona, California, Idaho, Montana, Oregon, Texas, and Washington.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona, California, Idaho, Montana, Oregon, Texas, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Centaurus Financial Inc.Feb 2015 – Jan 2022Anaheim, CA
- Metronomix Inc.Jan 2001 – Dec 2019Eugene, OR
- Five Pine WealthOct 2021 – no end date reportedCoeur d'Alene, ID
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About FIVE PINE Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Investment Management: First $0–$249,9991.10%
- Investment Management: Next $250,000–$499,9991.00%
- Investment Management: Next $500,000–$999,9990.90%
- Investment Management: Next $1,000,000–$1,999,9990.70%
+5 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial Planning, Investment Advice, and Tax Planning offered on a fee-only model with regular semi-annual and annual reviews, intermittent updates, and informal check-ins.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Coeur D'alene, ID
- SEC file number:
- 801-129131
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 9, 2026
View full firm profileOther advisors at FIVE PINE Wealth
2 other advisors in the directory
Similar advisors in Coeur D'alene, ID
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeremy Daniel Morris has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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