Unclaimed Profile

Jordan Stuart Tarry

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC·WESTMINSTER, Colorado

SIE, Series 7, Series 63, Series 65Clean record8 years registeredMOUNTAIN CAPITAL INVESTMENT ADVISORS INC

12235 PECOS ST, WESTMINSTER, CO 80234CRD# 4417657Firm CRD# 156660

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jordan Stuart Tarry · WESTMINSTER, CO

Registration

CRD #4417657 · MOUNTAIN CAPITAL INVESTMENT ADVISORS INC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

Feb 2018 – Apr 2025

WESTMINSTER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · February 16, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

CRD 156660 · SEC 801-110107

AUM

$608M

Regulatory assets under management

Employees

2,731 client accounts

Services offered by MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MOUNTAIN CAPITAL INVESTMENT ADVISORS INC →

Introduction

Speak with Jordan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jordan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WESTMINSTER?

Browse all registered financial advisors in WESTMINSTER, Colorado or claim this profile if it's yours.

Browse WESTMINSTER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jordan Stuart Tarry offer?

Jordan Stuart Tarry specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Jordan Stuart Tarry's credentials?

Jordan Stuart Tarry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jordan Stuart Tarry located?

Jordan Stuart Tarry is based in WESTMINSTER, Colorado, last registered with MOUNTAIN CAPITAL INVESTMENT ADVISORS INC.

How does Jordan Stuart Tarry charge for services?

Jordan Stuart Tarry's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MOUNTAIN CAPITAL INVESTMENT ADVISORS INC?

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC has approximately 12 employees and manages $608M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →