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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-13-2000
- Office Locations
- 1
Office Locations
About Jordan Wealth Management
Jordan Wealth Management is a Pocatello, Idaho advisory firm where every advisor is a CPA, delivering holistic wealth management that integrates financial planning with tax and estate planning and business-focused guidance. The team builds personalized portfolios around each client’s goals, timeline, and preferences, and works on platforms such as Charles Schwab and Fidelity with access to managers like Dimensional.
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Custodian
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Investment Themes
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Owner & Executives
TRACEY DANIEL CORTA
Investment Advisor
- CRD
- #4849289
- Ownership
- 10% but less than 25%
ANGELA TINGEY SLEIGHT
Certified Financial Planner
- CRD
- #4915656
- Ownership
- 10% but less than 25%
Pioneer legacy
Matrix vital fusion
- CRD
- #65594
- Ownership
- 22.3%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,744,382 | -- |
| Non-Discretionary | $0 | -- |
| Total | $72,744,382 | -- |
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Separately Managed Accounts
Total SMA Asset: $72,744,382
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,657,537,563 | 33.8% |
| Cash | $936,655,842 | 19.1% |
| U.S. Government/Agency | $1,402,531,784 | 28.6% |
| Equity - Exchange | $907,232,099 | 18.5% |
| Total | $4,903,957,288 | 100.0% |