Melinda Dawn Tuia

Employer firm

Jordan Wealth Management CRD 115588

$72.7M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → Present
  Jordan & Company Chartered
  Pocatello, ID
• 11/2011 → 12/2017
  Melinda Tuia-Sole Proprietor
  Pocatello, ID

Other Businesses

Jordan & Company is an accounting firm for which I am now a partner. The business is not investment-related It is located at 109 N. Arthur, Ste. 400, Pocatello, ID 83204 The nature of the business is an accounting firm. I am a CPA and a partner. I became a partner on Jan 1, 2021 I devote at least 160 hours a month to the accounting firm and I devote at least 140 hours a month to the accounting firm during security trading hours. I am a CPA who prepares tax returns, financial statements, and most duties relating to accounting.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-30

Other Names

• Melinda Dawn Simms Tuia
• Melinda Dawn Simms Tuia