< Meet the Investment Team

Wealth Advisor

Jordan Boyle, CFP®

Jordan Boyle

Wealth Advisor

Jordan Boyle is a wealth advisor serving Utah County and Price areas. He has been with Mountain America since 2004.

As a savings and income specialist, he has advised numerous retirees on how to prepare for retirement and live financially secure throughout their retirement years. He reviews his clients’ financial needs on a regular basis to make sure their existing portfolios are not exposed to too much risk.

Jordan has worked in the financial industry since 2004. He has a bachelor’s degree from Utah Valley University in business management. He has taught financial literacy classes at local high schools. His certifications include Series 65 and 7 securities licenses and Life and Health insurance licenses. Jordan is a CERTIFIED FINANCIAL PLANNER™.

He lives in Salem, Utah, with his wife, Annie, and their four boys.

Branches Served
American Fork
Orem—State St.
Orem—University Place
Saratoga Springs

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