linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jennifer Marie Moore

Icon Wealth Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jennifer? Claim Your Profile

About Jennifer Marie Moore

Jennifer Moore is a financial advisor with Icon Wealth Partners. Jennifer has been in the financial services industry since 2007. She has a strong track record of providing financial advice to individuals, families, and businesses. Jennifer specializes in financial planning, portfolio management, and credit and cash management solutions. Jennifer holds a Series 7, Series 63, and Series 66 license, as well as the SIE exam. She is a registered investment advisor representative in Texas. Jennifer is also a registered representative of Purshe Kaplan Sterling Investments, Inc.

Firm Information

Jennifer Moore is currently registered with Icon Wealth Partners. Icon Wealth Partners is a Houston, TX-based registered investment advisor with approximately $1.90 billion in regulatory assets under management. They offer a range of advisory services, including financial planning, portfolio management for individuals, and credit and cash management solutions. The firm primarily serves high-net-worth individuals and corporations, with a focus on providing personalized wealth management solutions.
Icon Wealth Partners

1980 POST OAK BOULEVARD

HOUSTON, TX 77056

$1.91B

Assets Under Management

Not reported

Total Clients

14

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

credit and cash management solutions

Credit and cash management solutions

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.

check

percentage of assets

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

check

other

Revenue sharing on eligible credit and cash management solutions

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jennifer Moore’s Registration & Firm History

TX

08/02/2022 - Present

Icon Wealth Partners (HOUSTON TX)

TX

06/06/2014 - 08/29/2016

UBS FINANCIAL SERVICES INC. (HOUSTON TX)

TX

12/21/2006 - 06/02/2014

FIDELITY BROKERAGE SERVICES LLC (HOUSTON TX)

Not sure if Jennifer Marie Moore is right for you?

Licenses & Designations

BOTH

Issued 10/10/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/27/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Marie Moore.
Not sure if Jennifer Marie Moore is right for you?