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Bryce A

Series 63, Series 65

Idaho Falls, ID

Intermountain Wealth Management, Inc.

Bryce Anderson is a financial advisor at Intermountain Wealth Management, Inc. in Idaho Falls, ID, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Intermountain Wealth Management since 2009. Anderson is also a licensed insurance agent in certain states and may sell life insurance and specialized insurance products. Intermountain Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm uses model portfolios across a range of risk profiles and combines technical and fundamental analysis with a long-term trend-following tool called the Hurricane Indicator® to manage equity exposure.

Passive / index investing Real estate investing Wealth management Young Professionals Mid-Career Professionals
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Jackson M

Series 66

Idaho Falls, ID

Intermountain Wealth Management, Inc.

Jackson Murray is a financial advisor with Intermountain Wealth Management, Inc. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Lawrence Financial Planning, Merrill, and Decision Point Financial. Intermountain Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and retirement plans through discretionary portfolio management and non-discretionary self-directed accounts. The firm employs a model-based investment approach combined with technical and fundamental analysis, offering a range of risk profiles and integrating financial planning into its advisory services.

Passive / index investing Real estate investing Wealth management Young Professionals Mid-Career Professionals
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