Jeff Moore, financial advisor Lexington KY
90 score

Jeff Moore

CRD Number: 5971285
Current Firm: Edward Jones

Jeff Moore (CRD# 5971285) is an Investment Advisor Representative working at Edward Jones in Lexington, KY and has over 4 years of experience in the finance industry.

Similar Advisors
George Pierce, financial advisor Lexington KY
George D. Pierce
CRD# 1515025
Pierce Financial Planning, Inc.
Score
101
Similar Advisors
Josh Ackerman, financial advisor Lexington KY
Josh K. Ackerman
CRD# 5157750
Context Financial LLC
Score
96
Similar Advisors
Mehrdad Bidarian, financial advisor Lexington KY
Mehrdad Bidarian
CRD# 2346547
Lpl Financial LLC
Score
96
Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2013 - Current 3
Merrill Lynch, Pierce, Fenner And Smith Incorporated Tucson, AZ Oct 2011 - Jun 2013 1
Nylife Securities LLC Tucson, AZ Sep 2011 - Oct 2011 < 1
New York Life Insurance Company Tucson, AZ Aug 2011 - Oct 2011 < 1
New York Life Insurance Company Tucson, AZ Aug 2011 - Oct 2011 < 1
Liberty Mutual Group Tucson, AZ Jul 2011 - Sep 2011 < 1
Liberty Mutual Group Tucson, AZ Jul 2011 - Sep 2011 < 1
Unemployed Tucson, AZ Jun 2011 - Jun 2011 < 1
Community National Bank Monmouth, IL Jun 2009 - May 2011 1
Community National Bank In Monmouth Monmouth, IL Jun 2009 - May 2011 1
University Of Illinois Urbana, IL Nov 2007 - May 2009 1
University Of Illinois At Urbana-champaign Urbana, IL Aug 2004 - May 2009 4
Champaign Country Club Champaign, IL Nov 2007 - Feb 2008 < 1
Campus Property Management Champaign, IL Aug 2007 - Nov 2007 < 1
Campus Prop0erty Management Champaign, IL Sep 2007 - Oct 2007 < 1
University Of Illinios Urbana, IL Aug 2006 - Aug 2007 1
College Works Painting Irvine, CA Mar 2006 - Aug 2006 < 1
College Works Painting Champiagn, IL Mar 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Jeff Moore
Phone Number: 314-515-2000
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Jeff Moore and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.