Jonathan Moore (CRD# 7235263) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Winthrop, WA and has 1 year of experience in the finance industry.
CRD# 2333381
Securities America Advisors, Inc.
CRD# 2440927
Vanderbilt Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Independent Securities Group, LLC | Eagle, ID | Jul 2023 - Current | < 1 |
| Tribalco, LLC | Bethesda, MD | Aug 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
| S63 | Uniform Securities State Law Examination | Aug 2023 |
- WA
-
Total Assets Under Management513MILLIONS
-
Total Number of Accounts2,830ACCOUNTS
-
Average Account Value$181,393
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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