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JT

Jordan Tarry

Some features on this profile are disabled
CRD#: 4417657
JT

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jordan Tarry, who also goes by Jordan Stuart Tarry, was a registered financial professional .

Jordan is a previously registered financial professional and started their career in finance in 2003. Jordan had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jordan Stuart Tarry

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

February 16, 2018 - April 11, 2025

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

RIA
CRD#: 156660
WESTMINSTER, CO
Past

September 10, 2015 - February 17, 2017

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

April 16, 2007 - June 1, 2015

INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC

BD
CRD#: 28195
NEW YORK, NY
Past

December 20, 2003 - March 6, 2007

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MC
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC | MOUNTAIN CAPITAL INVESTMENT ADVISORS, LLC

CRD#: 156660 / SEC#: 801-110107

RIA
Registered Investment Advisory firm - (3/22/2017 Approved)
Colorado
Registered Investment Advisory firm - (4/14/2017 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 2/16/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/22/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/17/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/19/2003
General Securities Representative Examination

Current Firm

MC
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC | MOUNTAIN CAPITAL INVESTMENT ADVISORS, LLC

CRD#: 156660 / SEC#: 801-110107

RIA
Registered Investment Advisory firm - (3/22/2017 Approved)
Colorado
Registered Investment Advisory firm - (4/14/2017 Terminated)
Loading...

Contact information

Main Address
12235 Pecos St Suite 100, Westminster, CO 80234
Mailing Address
Phone number
(720) 500-0050
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/11/2026)

Regulatory assets under management

Total Number of Accounts3,631
AUM (Assets Under Management)$ 929,106,338

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

CRD#: 156660

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