Meet the Investment Team Jordan Curtis, RICP®
Senior Wealth Advisor
Jordan Curtis is a wealth advisor serving the Woods Cross area. He has been with Mountain America Investment Services since 2007.
As a Retirement Income Certified Professional (RICP), Jordan focuses on educating clients 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 client is educated, Jordan then assists them with implementing the strategies discussed and reviews progress throughout the accumulation phase and subsequent retirement years.
His qualifications include Series 6, Series 7, Series 63 and Series 66 securities licenses held through LPL Financial, 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
Woods Cross: 500 WestCONDUCT 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.
