Jerry Moore, financial advisor Oklahoma City OK
93 score

Jerry Moore

CRD Number: 5943249
Current Firm: Mutual Of Omaha Investor Services, Inc.

Jerry Moore (CRD# 5943249) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Oklahoma City, OK and has over 6 years of experience in the finance industry.

Similar Advisors
John Sigmon, financial advisor Oklahoma City OK
John W. Sigmon
CRD# 2082199
Lpl Financial LLC
Score
103
Similar Advisors
Jerry Plant, financial advisor Oklahoma City OK
Jerry W. Plant
CRD# 2171509
Mark I Asset Management, Ltd
Score
101
Similar Advisors
R. Brad Knowles, financial advisor Oklahoma City OK
R. Brad Knowles
CRD# 4398143
Argent Institutional Services, LLC
Score
100
Company Name Location Dates Years
Mutual Of Omaha Investor Services, Inc. Omaha, NE Apr 2017 - Current 1
Mutual Of Omaha Insurance Company Omaha, NE Apr 2017 - Current 1
Pruco Securities LLC Oklahoma City, OK Jul 2015 - Apr 2017 1
The Prudential Insurance Company Of America Oklahoma City, OK Jul 2015 - Apr 2017 1
Mml Investors Services, LLC Oklahoma City, OK May 2014 - Jul 2015 1
Massmutual Life Ins Co Oklahoma City, OK May 2014 - Jul 2015 1
Mutual Of Omaha Investor Services, Inc. Omaha, NE Jun 2011 - May 2014 2
Mutual Of Omaha Oklahoma City, OK Oct 2009 - May 2014 4
Oklahoma State University Stillwater, OK Sep 2007 - Oct 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Jerry W. Moore
Phone Number: 402-351-5770
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
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.