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AS

Angela T. Sleight

JORDAN WEALTH MANAGEMENT
POCATELLO, ID 83204
Some features on this profile are disabled
CRD#: 4915656
AS

Professional summary

Angela Tingey Sleight, CFP®, who also goes by Angela Tingey Moss, Angela Moss, Angela Tingey, is a registered financial advisor currently at JORDAN WEALTH MANAGEMENT located in Pocatello, Idaho.

Angela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Angela has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Angela Tingey Moss | Angela Moss | Angela Tingey

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) - RIA

Click below to view Angela Tingey Sleight'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®
CFP®

Certified Financial Planner

Experience

Current

February 9, 2005 - Present

JORDAN WEALTH MANAGEMENT

Office #1: 109 N. Arthur, Suite 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
(2/9/2005)

Exams

Current Firm

JW
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
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts681
AUM (Assets Under Management)$ 71,480,645

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

JORDAN WEALTH MANAGEMENT

CRD#: 115588Pocatello, ID 83204

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