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Jon David Moore

MOORE FINANCIAL GROUP LLC·LITTLETON, Colorado
Series 2, Series 65Clean record29 years registeredMOORE FINANCIAL GROUP LLC
8081 SHAFFER PARKWAY, LITTLETON, CO 80127CRD# 2271739Firm CRD# 108973

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jon David Moore · LITTLETON, CO
Registration
CRD #2271739 · MOORE FINANCIAL GROUP LLC · 29 years registered
Brand Profile
Not yet started
01

Career History

EP WEALTH ADVISORS
Jan 2015 – present
MOORE FINANCIAL GROUP
Feb 1997 – Dec 2014
LITTLETON, CO
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · February 26, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MOORE FINANCIAL GROUP LLC
CRD 108973 · SEC 801-69062
AUM
$53M
Regulatory assets under management
Employees
1
299 client accounts
Services offered by MOORE FINANCIAL GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MOORE FINANCIAL GROUP LLC →
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05

Frequently Asked Questions

What services does Jon David Moore offer?
Jon David Moore specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LITTLETON, Colorado for a consultation.
What are Jon David Moore's credentials?
Jon David Moore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jon David Moore located?
Jon David Moore is based in LITTLETON, Colorado, working with MOORE FINANCIAL GROUP LLC. Their office serves clients in the LITTLETON metropolitan area and surrounding communities.
How does Jon David Moore charge for services?
Jon David Moore'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 MOORE FINANCIAL GROUP LLC?
MOORE FINANCIAL GROUP LLC has approximately 1 employees and manages $53M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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