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John Michael Moody

Ocala Capital, LLC

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About John Michael Moody

John Michael Moody is an investment advisor representative with Ocala Capital, LLC in Ocala, Florida. John has been in the industry since 2008. John has passed the Series 6, Series 63, and Series 65 exams and has experience in financial planning, portfolio management for individuals, and pension consulting. John previously worked at Regulus Advisors, LLC, American Portfolios Financial Services, Inc., Brookstone Securities, Inc., and J.W. Cole Financial, Inc.

Firm Information

John Moody is currently registered with Ocala Capital, LLC. Ocala Capital, LLC is an investment advisor based in Ocala, Florida. They specialize in providing financial planning and portfolio management services to individuals, with a focus on high-net-worth individuals and individuals other than high-net-worth. The firm manages approximately $11.1 million in assets for 171 clients.

$11.10M

Assets Under Management

Not reported

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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John Moody’s Registration & Firm History

FL

05/31/2016 - Present

Ocala Capital, LLC (OCALA FL)

FL

01/31/2014 - 07/14/2016

REGULUS ADVISORS, LLC (LADY LAKE FL)

FL

03/30/2010 - 01/31/2014

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (OCALA FL)

FL

10/02/2009 - 04/08/2010

BROOKSTONE SECURITIES, INC. (OCALA FL)

FL

01/14/2008 - 11/03/2009

J.W. COLE FINANCIAL, INC. (OCALA FL)

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Licenses & Designations

BC

Issued 04/22/2011

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/14/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/14/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Michael Moody.
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