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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Garret Moore is a registered Investment Advisor Representative in Mississippi. Jack has been in the industry since 2014, and has a Series 65 license. Jack's previous roles include positions with Buckingham Strategic Wealth, LLC, Watkins, Ward, and Stafford, Northwestern Mutual, Smart Scapes, Mississippi State University, Northwest Rankin High School, and Hartfield Academy. Currently, Jack is an Investment Advisor Representative for The Colony Group, LLC. The Colony Group, LLC is a financial services firm based in Boston, Massachusetts with assets under management exceeding $50 billion. The firm provides investment advice to individuals, families, foundations, and institutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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MS
07/01/2024 - Present
THE Colony Group, LLC (RIDGELAND MS)
IA
Issued 07/10/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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