From Jordan Boyle, CFP - Mountain America Investment Services
Jordan Boyle is a wealth advisor serving the Rexburg area. He has been with Mountain America Investment Services since 2004.
As a savings and income specialist, he has advised numerous retirees on how to prepare for retirement and live financially secure throughout their retirement years. He reviews his clients’ financial needs on a regular basis to make sure their existing portfolios are not exposed to too much risk.
Jordan has worked in the financial industry since 2004. He has a Bachelor’s degree in business management from Utah Valley University. His certifications include Series 65 and 7 securities licenses held through LPL Financial, as well as life and health insurance licenses. Jordan is a CERTIFIED FINANCIAL PLANNER™.
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