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Our financial advice team


Jeffrey McMurdie Ameriprise Financial Advisor

Jeffrey McMurdie

CFS®, CRPC®

Private Wealth Advisor

Balanced Rock Financial Group
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Family Finances
  • Charitable Giving

Interests

  • I am married to Amy with two children, Logan and Sydney
  • I enjoy hunting, fishing, golf and international travel

Community participation

Member of the National Wild Turkey Federation, South Hills Strutters chapter.

Coaching a youth athletic team: Magic Valley Griz

Qualifications

  • CFS® Certified Fund Specialist
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BA Management, minor International Business, Utah State University, 2000