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Financial ADVSR advisor directory · SEC adviser records

Jordan Wealth Management financial advisors in Pocatello, ID

Every SEC-registered investment adviser representative at a Jordan Wealth Management office in Pocatello, A to Z.

The short answer

4 registered advisors work at Jordan Wealth Management in Pocatello, out of 4 at the firm nationwide; it ranks number 8 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Jordan Wealth Management advisors in Pocatello, A to Z

Every Jordan Wealth Management advisor →

Jordan Wealth Management advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Pocatello

All Pocatello advisors →

Osaic Advisory Services, LLC 7Merit Financial Advisors 6Wells Fargo Advisors Financial Network, LLC 6Ameriprise Financial Services, LLC 4Cetera Investment Advisers LLC 4D.A. Davidson & Co. 4Edward Jones 4Pfs Investments Inc. 4Key Investment Services LLC 3LPL Financial LLC 3

Questions

How many financial advisors does Jordan Wealth Management have in Pocatello?

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

Is Jordan Wealth Management one of the largest advisor employers in Pocatello?

Jordan Wealth Management ranks number 8 in Pocatello by registered advisors; Osaic Advisory Services, LLC has the most, with 7.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.