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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Barrett Moore is an Investment Advisor Representative at Strategic Wealth Investment Group, LLC. Jason has been in the industry for over 20 years and has a wealth of experience in financial planning and portfolio management. Jason is committed to providing personalized financial advice to individuals and families. Jason has a Series 65, 66 and 7 and SIE licenses, as well as licenses in Colorado, Georgia, North Carolina, and Washington.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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KY
07/10/2024 - Present
Strategic Wealth Investment Group, LLC (LOUISVILLE KY)
GA
11/16/2021 - 06/14/2022
AVANTAX INVESTMENT SERVICES, INC. (Atlanta GA)
NY
08/10/2020 - 12/16/2020
PICKWICK CAPITAL PARTNERS, LLC (WHITE PLAINS NY)
PA
11/15/2019 - 06/01/2020
BA SECURITIES, LLC (W. CONSHOHOCKEN PA)
GA
08/28/2018 - 11/01/2019
FSC SECURITIES CORPORATION (ATLANTA GA)
SC
09/23/2016 - 08/29/2018
LPL FINANCIAL LLC (FORT MILL SC)
MA
10/20/2014 - 08/24/2016
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
06/02/2008 - 10/06/2014
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
IA
01/02/2009 - 11/10/2010
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
VA
08/07/2007 - 06/02/2008
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CA
02/02/2000 - 01/19/2007
EDWARD JONES (SANTA ROSA CA)
IA
Issued 01/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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