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Jon Holman Moores

Ascension Capital Advisors, Inc.

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About Jon Holman Moores

Jon Holman Moores is a financial advisor with Ascension Capital Advisors, Inc. Jon has been in the industry since 2015, serving clients in the Houston, TX area. Jon has a deep understanding of the financial services industry and is committed to providing clients with personalized advice to help them achieve their financial goals. Jon is a Certified Financial Planner and holds a Series 7, Series 66 and SIE license. Jon has experience working with individuals, families, businesses and non-profits.

Firm Information

Jon Moores is currently registered with Ascension Capital Advisors, Inc.. Ascension Capital Advisors, Inc. is an investment advisor based in Houston, TX, with 4 licensed agents and 5 investment adviser representatives. They offer a variety of financial advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pension and profit-sharing plans. The firm manages approximately $560.86 million in regulatory assets under management, primarily for high-net-worth individuals, corporations, and charitable organizations.
Ascension Capital Advisors, Inc.

4900 WOODWAY DRIVE

HOUSTON, TX 77056

$560.86M

Assets Under Management

1

Total Clients

5

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Jon Moores’s Registration & Firm History

TX

01/24/2024 - Present

Ascension Capital Advisors, Inc. (HOUSTON TX)

TX

10/02/2023 - 01/30/2024

PRIVATE CLIENT SERVICES, LLC (Dallas TX)

TX

01/26/2015 - 10/04/2023

WOODBURY FINANCIAL SERVICES, INC. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 06/22/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jon Holman Moores.
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