Jordan Wealth Managment
Jordan Wealth Managment (CRD# 115588) is a financial advisory firm headquartered in Pocatello, ID. They manage $66,471,769 in 677 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management66MILLION
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Total Number of Accounts677ACCOUNTS
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Average Account Value$98,186
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
ID
Tracey Corta (CRD# 4849289) is an Investment Advisor Representative working at Jordan Wealth Managment in Pocatello, ID and has over 19 years of experience in the finance industry.
Robert Long (CRD# 4472828) is an Investment Advisor Representative working at Jordan Wealth Managment in Pocatello, ID and has 1 year of experience in the finance industry.
Angela Moss (CRD# 4915656) is an Investment Advisor Representative working at Jordan Wealth Managment in Pocatello, ID and has 1 year of experience in the finance industry.
Andrew Smart (CRD# 5829499) is an Investment Advisor Representative working at Jordan Wealth Managment in Pocatello, ID and has over 13 years of experience in the finance industry.
Melinda Tuia (CRD# 6959477) is an Investment Advisor Representative working at Jordan Wealth Managment in Pocatello, ID and has over 6 years of experience in the finance industry.