Jerry Moore, financial advisor Oklahoma City OK
90 score

Jerry Moore

CRD Number: 5943249
Current Firm: Prudential Financial Planning Services

Jerry Moore (CRD# 5943249) is an Investment Advisor Representative working at Prudential Financial Planning Services in Oklahoma City, OK and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
The Prudential Insurance Company Of America Oklahoma City, OK Jul 2015 - Current 1
Pruco Securities LLC Oklahoma City, OK Jul 2015 - Current 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
University Of Arkansas Fayetteville, AR Jan 2001 - Aug 2007 6
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: 800-235-7637
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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