Tracey D. Corta

JORDAN WEALTH MANAGEMENT

POCATELLO, ID 83204

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CRD#: 4849289

Professional summary

Tracey Daniel Corta, who also goes by Tracey Corta, is a registered financial advisor currently at JORDAN WEALTH MANAGEMENT located in Pocatello, Idaho.

Tracey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Tracey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tracey Corta

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.

JORDAN & COMPANY; NOT INVESTMENT RELATED; 109 N. ARTHUR, STE. 400, POCATELLO, ID 83204; CPA FIRM, MY TITLE IS PARTNER; EMPLOYMENT BEGAN 6/1/1998; I DEVOTE APPROXIMATELY 160 HRS/MONTH, OF WHICH APPROXIMATELY 100 HRS/MONTH OCCUR DURING SECURITIES TRADING HOURS; MY DUTIES INCLUDE DELIVERING ACCOUNTING SERVICES TO CLIENTS AS WELL AS VARIOUS ADMINISTRATIVE DUTIES FOR THE FIRM.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tracey Daniel Corta's CRS (Customer Relationship Summary).

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

Current

August 30, 2004 - Present

JORDAN WEALTH MANAGEMENT

Office #1: 109 N. Arthur, Ste. 400, Pocatello, ID 83204

RIA

CRD#: 115588

POCATELLO, ID

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(8/30/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/22/2004

Uniform Investment Adviser Law Examination

Current Firm

JORDAN WEALTH MANAGEMENT

JORDAN WEALTH MANAGEMENT | THE NAARDEN FINANCIAL GROUP, PLLC | THE NAARDEN FINANCIAL GROUP, LLC | NAARDEN WEALTH MANAGEMENT | JORDAN WEALTH MANAGMENT

CRD#: 115588 / SEC#:

Idaho

Registered Investment Advisory firm - (6/13/2000 Approved)

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Contact information

Main Address

109 North Arthur, Suite 400, Pocatello, ID 83204

Mailing Address

Phone number

(208) 232-5471

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	681
AUM (Assets Under Management)	$ 71,480,645

Red Flags

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

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Tracey D. Corta

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tracey Daniel Corta's CRS (Customer Relationship Summary).

Certified licenses

Experience

JORDAN WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 7/22/2004

Current Firm

JORDAN WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JORDAN WEALTH MANAGEMENT

TRUST BUT VERIFY

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