Meet the Investment TeamJake Jordison
Wealth Advisor
Jake Jordison is a wealth advisor serving parts of Utah (Herriman, Riverton, Lehi and Saratoga Springs). He joined Mountain America Investment Services in 2019.
Jake specializes in long-term investment and retirement planning and cash management guidance. He has worked in financial services and banking since 2004 and possess Series 7 and 66 securities licenses held through LPL Financial, as well as insurance licenses. He received a Bachelor of Science degree in Sociology from the University of Utah.
Prior to joining Mountain America Investment Services, Jake worked at Wells Fargo as regional private banker. He was responsible for developing lifelong relationships with families, while developing tailored banking, credit and retirement solutions to help his clients be successful in their financial journey.
In his free time, Jake enjoys golfing, camping, fishing, hunting and spending time with his wife, daughter and son.
Branches served
Herriman: Rosecrest RoadLehi: Timpanogos Highway
Riverton: 12600 South
Saratoga Springs: Crossroads Boulevard
South Jordan: Daybreak Parkway
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| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
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