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Jeffrey Matthew Moss

MOSS, LUSE & WOMBLE, LLC·PLANO, Texas
Clean recordMOSS, LUSE & WOMBLE, LLC
5160 TENNYSON PARKWAY, PLANO, TX 75024CRD# 4776080Firm CRD# 152841

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Matthew Moss · PLANO, TX
Registration
CRD #4776080 · MOSS, LUSE & WOMBLE, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Matthew Moss is a registered financial advisor based in PLANO, Texas, affiliated with MOSS, LUSE & WOMBLE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MOSS, LUSE & WOMBLE, LLC
MOSS, LUSE & WOMBLE, LLC
AUM
$436M
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at MOSS, LUSE & WOMBLE, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4776080
Firm CRD# 152841
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Matthew Moss offer?
Jeffrey Matthew Moss specializes in Financial Planning, Investment Management. Contact their office in PLANO, Texas for a consultation.
What are Jeffrey Matthew Moss's credentials?
Jeffrey Matthew Moss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Matthew Moss located?
Jeffrey Matthew Moss is based in PLANO, Texas, working with MOSS, LUSE & WOMBLE, LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.
How does Jeffrey Matthew Moss charge for services?
Jeffrey Matthew Moss'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 MOSS, LUSE & WOMBLE, LLC?
MOSS, LUSE & WOMBLE, LLC has approximately 36 employees and manages $436M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MOSS, LUSE & WOMBLE, LLC

Stefanie Janine Moss
ADDISON, TX
Jason Stanton Luse
PLANO, TX
Michael Avery Womble
PLANO, TX

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