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).

Current Firm Details
109 North Arthur, Suite 400, Pocatello, ID 83204
http://www.jordan-wealth.com
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    677
    ACCOUNTS
  • Average Account Value
    $98,186
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID

Financial Advisors at Jordan Wealth Managment
Showing 1 - 5 of 5 top financial advisors.
1
Tracey Corta, financial advisor Pocatello ID
Tracey D. Corta
CRD#: 4849289
109 N. Arthur, Ste. 400, Pocatello, ID 83204

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.

2
Robert Long, financial advisor Pocatello ID
Robert D. Long
CRD#: 4472828
109 N. Arthur, Suite 400, Pocatello, ID 83204

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.

3
Angela Moss, financial advisor Pocatello ID
Angela T. Moss
CRD#: 4915656
109 N. Arthur, Suite 400, Pocatello, ID 83204

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.

4
Andrew Smart, financial advisor Pocatello ID
Andrew R. Smart
CRD#: 5829499
109 North Arthur, Suite 400, Pocatello, ID 83204

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.

5
Melinda Tuia, financial advisor Pocatello ID
Melinda D. Tuia
CRD#: 6959477
109 North Arthur, Suite 400, Pocatello, ID 83204

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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