LPL Financial
43yrs
Top advisor by experience in Idaho Falls
6yrs
Jackson Murray
Full name on record: Jackson Wright Murray
Financial advisor at Intermountain Wealth Management
Based in Idaho Falls, Idaho, Jackson Murray is a fiduciary financial advisor with 6 years of industry experience. Jackson has been with Intermountain Wealth Management since 2023; before that, Jackson spent a year at Lawrence Financial Planning and a year at Merrill. Intermountain Wealth Management offers financial planning and investment management and is paid through a percentage of assets.
One of 137 advisors with offices in Idaho Falls, and one of 132 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office101 Park Avenue Suite 204, Idaho Falls, ID 83402
How the firm is paid ?Percent of assets
Typical client at the firm ?$171,599
Advisors at the firm2
States licensed ?1 state
Services through Intermountain Wealth Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowIntermountain Wealth Management, Inc.Current firm
- Apr 2022 – Feb 2023Lawrence Financial Planning, LLCPreviously
- Feb 2021 – Nov 2021MerrillPreviously
Contact Jackson
(208) 522-3344Intermountain Wealth Management main office 101 Park Avenue Suite 204Idaho Falls, ID 83402Office · Get directions
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Questions to ask Jackson
Tailored to Jackson’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jackson
How do I contact Jackson?
Call Intermountain Wealth Management at (208) 522-3344 and ask for Jackson Murray. Jackson works from the Idaho Falls, ID office.
How long has Jackson been a financial advisor?
Jackson has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Jackson hold?
Series 66. Tap any license on this page to see what it allows.
Is Jackson a fiduciary?
Jackson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jackson paid?
Intermountain Wealth Management reports being paid by a percentage of the assets they manage. Ask Jackson for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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