# Jackson Murray

> Jackson Murray is a fee-only financial advisor at Intermountain Wealth Management in Idaho Falls, Idaho. Jackson focuses on retirement planning, estate & legacy planning and tax planning. Intermountain Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jackson-murray/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Intermountain Wealth Management
- **Based in:** Idaho Falls, Idaho
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $90.2M across 647 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **CRD:** 7247655 (https://adviserinfo.sec.gov/individual/summary/7247655)
- **SEC registration:** Investment adviser representative in AZ, ID, MT, TX, UT
- **Exams passed:** Series 66 (2021)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://intermountainwealthmanagement.com

## Frequently asked questions

### Is Jackson Murray a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jackson holds no broker registration, and Intermountain Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jackson charge for financial advice?

Jackson's firm, Intermountain Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jackson Murray based?

Jackson Murray is based in Idaho Falls, Idaho.

### What does Jackson specialize in?

Jackson's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.

### Is Jackson Murray registered with the SEC?

Yes. Jackson Murray is registered as an investment adviser representative in AZ, ID, MT, TX and UT (CRD 7247655), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Intermountain Wealth Management manage?

Intermountain Wealth Management reports $90.2M across 647 accounts in assets under management.

### How do I contact Jackson Murray?

Through Jackson's website, intermountainwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7247655): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.intermountainwealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.