Meet the Investment Team Jordan Staheli, CFP®
Wealth Advisor
Jordan Staheli is a seasoned CERTIFIED FINANCIAL PLANNER™ (CFP®) with a passion for guiding individuals and families toward financial success. He started with the credit union in 2006 and moved to Mountain America Investment Services in 2015. Over the years Jordan has honed his expertise in comprehensive financial planning, investment management and retirement strategies.
Jordan holds a deep commitment to understanding his clients' unique goals and aspirations, which allows him to craft personalized financial plans. His proficiency extends to tax planning, risk management and estate planning, ensuring a holistic approach to financial well-being. He also takes pride in simplifying complex financial concepts for his clients and fostering a collaborative relationship.
Outside the office, Jordan enjoys spending time with his wife, playing golf and basketball with his kids and traveling to new destinations.
Branches served
Meridian: Ten Mile RoadMeridian: Franklin Road
Twin Falls: Blue Lakes Boulevard North
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.
