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Senior Wealth Advisor

Jordan Curtis, RICP®

Jordan Curtis

Senior Wealth Advisor
 

Jordan Curtis is a senior wealth advisor serving the Ogden, Kaysville and Bountiful areas. He has been with Mountain America since 2009.

As a Retirement Income Certified Professional (RICP), Jordan focuses on educating members on the many areas of retirement planning and how changes in savings, insurance, investment, Social Security and pension strategies will affect their overall security in retirement. Once the member is educated, Jordan then assists them with implementing the strategies discussed and reviews progress throughout the accumulation phase and subsequent retirement years.

His certifications include Series 6, Series 7, Series 63 and Series 66 securities licenses, a Health insurance license and the RICP designation.

Jordan is an avid golfer and skier, enjoys the outdoors, and loves spending time with his wife and three children at their home in Mountain Green.

Branches Served
Centerville
Kaysville
Ogden—40th St.
Woods Cross


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