Jackson Murray
Intermountain Wealth Management · Idaho Falls, Idaho
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.
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Specialties
Facts
| Firm | Intermountain Wealth Management |
|---|---|
| Based in | Idaho Falls, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $90.2M across 647 accounts |
| SEC registration | Investment adviser representative in AZ, ID, MT, TX, UT · CRD 7247655 |
| Exams passed | Series 66 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | intermountainwealthmanagement.com |
| Profile |
How Jackson's firm compares
- Intermountain Wealth Management's average account is about $139,000, from its Form ADV (assets managed divided by 647 accounts).
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Questions about Jackson
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Intermountain Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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