Unclaimed Profile

Jordan Stuart Tarry

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC·WESTMINSTER, Colorado

Clean recordMOUNTAIN 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jordan Stuart Tarry is a registered financial advisor based in WESTMINSTER, Colorado, affiliated with MOUNTAIN CAPITAL INVESTMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

AUM

$608M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MOUNTAIN CAPITAL INVESTMENT ADVISORS INC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4417657

Firm CRD# 156660

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jordan Stuart Tarry offer?

Jordan Stuart Tarry specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WESTMINSTER, Colorado for a consultation.

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, working with MOUNTAIN CAPITAL INVESTMENT ADVISORS INC. Their office serves clients in the WESTMINSTER metropolitan area and surrounding communities.

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.

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