Jackson W. Murray
Professional summary
Jackson Wright Murray, who also goes by Jack Murray, Jackson Murray, is a registered financial advisor currently at INTERMOUNTAIN WEALTH MANAGEMENT, INC. located in Idaho Falls, Idaho.
Jackson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jackson has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jackson Wright Murray's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 13, 2023 - Present
INTERMOUNTAIN WEALTH MANAGEMENT, INC.
Office #1: 101 Park Avenue Suite 204, Idaho Falls, ID 83402April 7, 2022 - February 23, 2023
LAWRENCE FINANCIAL PLANNING, LLC
February 24, 2021 - November 5, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 20, 2020 - November 5, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/31/2023)
(4/13/2023)
(4/21/2023)
(4/13/2023)
(4/13/2023)
Exams
Series 7TO
Date: 11/20/2020
General Securities Representative ExaminationCurrent Firm
INTERMOUNTAIN WEALTH MANAGEMENT, INC.
CRD#: 148646 / SEC#: 801-70021
Contact information
Regulatory assets under management
| Total Number of Accounts | 647 |
| AUM (Assets Under Management) | $ 90,187,268 |
Red Flags
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