James Moore, financial advisor Northfield OH

James Moore

CRD Number: 1569188
Current Firm: Edward Jones

James Moore (CRD# 1569188) is an Investment Advisor Representative working at Edward Jones in Northfield, OH and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, Inc. Woodmere Village, OH Feb 1993 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1993
Contact Info for James A. Moore
Phone Number: 314-515-2000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
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
  • Pension consulting services
  • 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, WY

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