Meet the Investment Team Jake 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 holds 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: 5600 WestLehi: Timpanogos Highway
Riverton: 12600 South
Saratoga Springs: Crossroads Boulevard
South Jordan: Daybreak Parkway
CONDUCT BACKGROUND CHECK
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.
