Kevin Jordan

Financial Advisor and Co-owner

Kevin Jordan brings a welcomed energy and vibrant personality to our team. With his understanding of economic data, corporate statements, and exceptional relationship-building skills, everything Kevin does is focused on clients and fostering connections. He dedicates every waking moment to contemplating how he can help his team ensure financial stability for clients, with the primary objective of providing a stress-free retirement.

Growing up in St. George, Utah, Kevin attended Dixie State College for Business Administration before moving to Arizona, where he met his wife, Lisa. He holds the Series 7 registration through FINRA as a General Securities Representative, the Series 66 registration as a Uniform Combined State Law Advisor, and a life insurance license. Kevin’s background in the automotive industry has earned him several recognitions, including accolades from the Idaho State Journal and Idaho State University College of Business for salesmanship in 2017 and 2023. Notably, he was awarded the Idaho State Journal’s “20 Under 40” award in 2019, and in 2023, he was inducted as a Pocatello Chief, receiving the name Chief “Must Win.” Additionally, he graduated from the Pocatello-Chubbuck Leadership Program in 2021. With over 11 years in the automotive industry and various executive management roles, Kevin is well-acquainted with the financial world.

Kevin is passionate about serving his community in various capacities, including:

Past Board Member of Kind Community
Mentor for the Pocatello-Chubbuck LEAP program
Host and MC for Zonta’s Fashion Show
Host and MC for the Business Women of Pocatello’s Mix N’ Mingle
Volunteer for various local organizations

Feeling right at home in Southeast Idaho, Kevin has spent many summers backpacking through the Tetons and Sawtooth regions, developing a deep appreciation for Idaho’s stunning landscapes. When he’s not assisting clients with their finances, he enjoys hiking and backpacking with his wife and their four golden retrievers. He also cherishes exploring different cultures through his travel experiences with Lisa.

In 2024, Kevin joined the Rockwood Stone team, aligning his vision with Lisa’s on how to help clients overcome financial and retirement challenges. In 2025, he will become a partner, confident that the firm’s future is bright.

To see the 2019 Idaho State Journal "20 Under 40" Award winners and finalists, please visit:

idahostatejournal.com/news/20-under-40-awards.

This award recognizes young professionals under 40 who have made significant contributions to their industries and communities.

To see the 2023 Idaho State Journal and Idaho State University College of Business Salesmanship Awards winners and finalists, please visit:

idahostatejournal.com and isu.edu/cob.

These awards recognize excellence in salesmanship and business acumen.

Kevin Jordan's Recognitions & Awards:

Idaho State Journal "20 Under 40" Award (2019) –Recognized for leadership and excellence in business.

Idaho State Journal & Idaho State University College of Business Salesmanship Awards (2017, 2023) – Honored for outstanding sales and business development.

Securities Disclosure:

Securities and advisory services offered through American Independent Securities Group, LLC (AISG), Member FINRA | SIPC. AISG is an SEC-registered investment advisor.

Address: 664 S Rivershore Ln, Ste 150, Eagle, ID 83616.

Phone: (866) 485-4635.

Rockwood Stone Wealth Management is not affiliated with American Independent Securities Group, LLC.