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RIA / WealthAdvisorCertified Financial Planner15 years in industry

Max Joseph Elvrom

Advisor at KEUDELL MORRISON WEALTH MANAGEMENT, LLC

SALEM, OR

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Search this name across graphsid dfx:ria:31566cdf-ad76-81e2-4533-fd5bdfaec698

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 14, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KEUDELL MORRISON WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 11, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 11, 2011
First registration: Mar 14, 2011
Dual registered: no
IAPD individual key: 5811251

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KEUDELL MORRISON WEALTH MANAGEMENT, LLC	Independent wealth	Jul 9, 2024	n/a	yes	SALEM, OR	Current employment
EDWARD JONES	National bd RIA	Jun 16, 2017	Jul 9, 2024	no	SALEM, OR	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Mar 27, 2015	Jun 14, 2017	no	PHOENIX, AZ	Previous registration
EDWARD JONES	National bd RIA	Mar 14, 2011	Nov 25, 2014	no	ST LOUIS, MO\|ROY, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDWARD JONES	KEUDELL MORRISON WEALTH MANAGEMENT, LLC	Jul 9, 2024	Jul 9, 2024	0	Firm change	Ibd to RIA
USAA FINANCIAL PLANNING SERVICES	EDWARD JONES	Jun 14, 2017	Jun 16, 2017	2	Firm change	Other
EDWARD JONES	USAA FINANCIAL PLANNING SERVICES	Nov 25, 2014	Mar 27, 2015	122	Firm change	Other

Relationships

Registered with (3)

→ KEUDELL MORRISON WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 9, 2024 to presentfactForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jun 16, 2017 to Jul 9, 2024factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Mar 27, 2015 to Jun 14, 2017factForm ADV

Dated events

Occurred
Jul 9, 2024
Advisor changed firm
Max Joseph Elvrom left Edward Jones for Keudell Morrison Wealth Management, Llc (registered 2024-07-09)
Form ADVobserved 6 days ago