Jonathan MoyerCRD Number: 1877915
Current Firm: Principal Securities, Inc.
Jonathan Moyer (CRD# 1877915) is an Investment Advisor Representative working at Principal Securities, Inc. in Reading, PA and has over 28 years of experience in the finance industry. Jonathan Moyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Kaufman Advisory Services, Inc.
|Moyer Inusrance And Financial Solutions||Wyomissing, PA||Nov 2010 - Current||7|
|Princor Financial Services Corporation||Wyomissing, PA||Jun 1998 - Current||19|
|Mgs Insurance Agency||Wyomissing, PA||Mar 1992 - Oct 2010||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1989|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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