Best Investors Account Sign in
Inactive

Tracey Daniel Corta

Jordan Wealth Management

Pocatello, ID

Claim This Profile
Current Employers
Jordan Wealth Management

109 North Arthur, Suite 400, Pocatello, ID 83204 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2004-08-30
  • ID RA
    APPROVED
    Since 2004-08-30

Branch Locations

109 N. Arthur, Ste. 400, Pocatello, ID 83204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jordan & Company Pocatello ID 06/1998 Present
  • 06/1998 → Present
    Jordan & Company
    Pocatello, ID
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-07-22
  • S65 Uniform Investment Adviser Law Examination
    2004-07-22
Other Names
  • Tracey Corta

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Pocatello, ID

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor