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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 Edward Moore is an Investment Advisor Representative at Raymond James Financial Services Advisors, Inc. Jason has been in the financial services industry since March 21, 2010 and holds Series 6, 7, 9, 10, 63, and 65 licenses. Prior to joining Raymond James Financial Services Advisors, Inc., Jason was a Financial Advisor at LPL Financial LLC and PNC Investments. Jason's specializations include retirement planning, college savings, estate planning, insurance, and tax planning. Jason's firm has a total of 6514 clients and $344,868,106,925 in assets under management. The firm offers a variety of services, including financial planning, portfolio management, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OH
11/23/2016 - Present
Raymond James Financial Services Advisors, Inc. (DAYTON OH)
OH
10/23/2015 - 11/08/2016
LPL FINANCIAL LLC (BEAVERCREEK OH)
OH
06/15/2010 - 10/28/2015
PNC INVESTMENTS (TIPP CITY OH)
OH
04/23/2009 - 07/16/2009
SUNSET FINANCIAL SERVICES, INC. (HUNTSVILLE OH)
IA
Issued 10/20/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/17/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/22/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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