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Financial ADVSR advisor directory · SEC adviser records

Jordan Wealth Management financial advisors in Idaho

Every SEC-registered investment adviser representative at a Jordan Wealth Management office in Idaho, by city and A to Z.

The short answer

4 registered advisors work at Jordan Wealth Management in Idaho, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Pocatello (4). 1 list the CFP designation and 0 are also registered broker representatives.

Jordan Wealth Management advisors by city in Idaho

Every firm in Idaho →

Pocatello 4

Jordan Wealth Management advisors in Idaho, A to Z

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Questions

How many Jordan Wealth Management financial advisors are in Idaho?

4 investment adviser representatives are registered at Jordan Wealth Management offices in Idaho, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Idaho does Jordan Wealth Management have the most advisors?

Pocatello, with 4. Jordan Wealth Management has advisors in 1 city in Idaho.

How do I check a Jordan Wealth Management advisor in Idaho?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Jordan Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.