Unclaimed Profile

Olivia Susan Moore-Jones

CANNON BEACH CONSULTANTS INC·SAN RAMON, California

Series 7, Series 66Clean record25 years registeredCANNON BEACH CONSULTANTS INC

12647 ALCOSTA BLVD., SAN RAMON, CA 94583CRD# 4333796Firm CRD# 140959

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Olivia Susan Moore-Jones · SAN RAMON, CA

Registration

CRD #4333796 · CANNON BEACH CONSULTANTS INC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CANNON BEACH CONSULTANTS INC

J.P. KING ADVISORS, INC.

Jul 2014 – Jan 2022

WALNUT CREEK, CA

CANNON BEACH CONSULTANTS INC

Aug 2006 – Jun 2014

SAN RAMON, CA

AMERIPRISE FINANCIAL SERVICES, INC.

Mar 2001 – Jul 2006

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 14, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CANNON BEACH CONSULTANTS INC

CRD 140959 · SEC 801-66973

AUM

$259M

Regulatory assets under management

Employees

676 client accounts

Services offered by CANNON BEACH CONSULTANTS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CANNON BEACH CONSULTANTS INC →

Introduction

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Frequently Asked Questions

What services does Olivia Susan Moore-Jones offer?

Olivia Susan Moore-Jones specializes in Financial Planning, Investment Management.

What are Olivia Susan Moore-Jones's credentials?

Olivia Susan Moore-Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Olivia Susan Moore-Jones located?

Olivia Susan Moore-Jones is based in SAN RAMON, California, last registered with CANNON BEACH CONSULTANTS INC.

How does Olivia Susan Moore-Jones charge for services?

Olivia Susan Moore-Jones's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CANNON BEACH CONSULTANTS INC?

CANNON BEACH CONSULTANTS INC has approximately 2 employees and manages $259M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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