Jay Moore (CRD# 2899493) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Cleburne, TX and has over 26 years of experience in the finance industry.
CRD# 4578669
J.p. Morgan Securities LLC
CRD# 5860007
Stewardship Advisory Group, LLC
CRD# 5787146
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services,llc | Cleburne, TX | May 2021 - Current | 3 |
| Kestra Advisory Services,llc | Cleburne, TX | May 2021 - Current | 3 |
| Wells Fargo Advisors Financial Network LLC | Cleburne, TX | Jan 2016 - May 2021 | 5 |
| Edward D. Jones & Company, LP | Ft Worth, TX | May 1997 - Jan 2016 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2007 |
- TX
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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