Jeremy Morris
Advisor at Five Pine Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Five Pine Wealth
Location
Coeur D'alene, ID 83814
Credentials
Series 63, Series 65
Industry experience
9 years
About
Jeremy Morris is a financial advisor at Five Pine Wealth with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Centaurus Financial Inc. and Metronomix Inc. There are no additional outside business activities noted. Five Pine Wealth Management serves individual and high-net-worth clients as well as employee benefit plans, offering investment management, financial planning, pension consulting, and educational seminars. The firm emphasizes strategic, risk-based asset allocation through diversified portfolios and provides group educational workshops and participant education distinct from product sales.
Client services
Based on Five Pine Wealth
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Based on Five Pine Wealth
General retirement planning
Charitable giving & philanthropy
Cash flow / budgeting
Debt management
Fee options
One-time comprehensive financial planning fees starting at $1,500 based on complexity.
$0 - $249,999: 1.10% $250,000 - $499,999: 1.00% $500,000 - $999,999: 0.90% $1,000,000 - $1,999,999: 0.70% $2,000,000+: 0.50%
Up to $350 per hour for one-time comprehensive financial planning services.
Fee-only: Financial planning fees billed hourly up to $350/hour or fixed fees starting at $1,500 for one-time planning; ongoing planning fees typically $3,000 to $5,000 annually.
Location
250 Northwest Blvd., Suite 111
Coeur D'alene, ID 83814
Most active in
Jeremy M has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Idaho · Montana · Oregon · Texas · Washington
Work history
Five Pine Wealth
2021 - Present (5 years)
Centaurus Financial INC.
2015 - 2022 (7 years)
Metronomix Inc.
2001 - 2019 (18 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Benjamin M
Series 63, Series 66
Coeur D'alene, ID
Momentum Wealth Strategies
Steven C
Series 63, Series 65
Coeur D'alene, ID
Salmon Bay Wealth Management, LLC
Evan M
Series 65
Coeur D'alene, ID
McLachlan Investment Services LLC
Ronald C
Series 65
Couer D'alene, ID
Crone Wealth Management, PLLC
Nathan H
Series 66
Hayden, ID
Pilot Wealth Strategies
Eric M
Series 65
Post Falls, ID
Concinnus Financial, Inc
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