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Jack Aerod Moss

First Kentucky Securities Corp.

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About Jack Aerod Moss

Jack Aerod Moss is a registered investment advisor representative with First Kentucky Securities Corp., based in Louisville, KY. Jack Moss has over 25 years of experience in the industry, having previously worked at MORGAN STANLEY DW INC. in Purchase, NY. Jack Moss specializes in various areas, including Financial Planning, selection of other advisors, and portfolio management for individuals and businesses.

Firm Information

Jack Moss is currently registered with First Kentucky Securities Corp.. First Kentucky Securities Corp. is a corporation founded in 1977, headquartered in Louisville, KY. They are a registered investment adviser with the SEC and are licensed in 47 states. They offer financial planning, portfolio management for individuals and businesses, security ratings, and selection of other advisers. The firm manages over $678 million in assets for a diverse client base, including individuals, corporations, charitable organizations, and pension plans.
First Kentucky Securities Corp.

4360 BROWNSBORO ROAD

LOUISVILLE, KY 40207

$678.56M

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Commissions for fixed income principal transactions

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Jack Moss’s Registration & Firm History

KY

01/03/2013 - Present

First Kentucky Securities Corp. (LOUISVILLE KY)

NY

05/16/1995 - 08/23/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 01/18/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/22/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1995

Series 31 - Futures Managed Funds Examination

BC

Issued 05/15/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jack Aerod Moss. Review regulatory record here.
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