Meet the Investment Team Jordan Boyle, CFP®
Senior Wealth Advisor
Jordan Boyle is a wealth advisor proudly serving the Rexburg community. With a career spanning nearly two decades at Mountain America Investment Services, he has established himself as a trusted name in the world of financial planning.
As a CERTIFIED FINANCIAL PLANNER™, Jordan provides an exceptional level of expertise. His primary focus is helping clients prepare for a secure and prosperous retirement. He understands the unique challenges retirees face and offers customized solutions to ensure financial security throughout their golden years.
Jordan's commitment to his clients goes beyond mere financial management. He regularly reviews his clients' financial needs, ensuring their portfolios are optimally balanced to minimize risk and maximize returns. This hands-on approach has been instrumental in safeguarding his clients' financial well-being.
Having worked in the financial industry since 2004, Jordan boasts a wealth of experience and knowledge. He has a bachelor’s degree in business management from Utah Valley University. Jordan holds Series 65 and 7 securities licenses through LPL Financial, as well as life and health insurance licenses.
Outside of his professional endeavors, Jordan enjoys spending quality time with his wife, Annie, and their five boys. This dedication to family life mirrors his approach to wealth management—emphasizing the importance of securing one's financial future as an essential step to a fulfilling life with loved ones.
Branches served
Rexburg: 2nd EastCONDUCT 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.
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