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Jonathan Morrell Moody

A.g.p. / Alliance Global Partners

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About Jonathan Morrell Moody

Jonathan Moody is a financial advisor with A.g.p. / Alliance Global Partners. Jonathan has been in the industry since 2019 and holds the Series 7, Series 66 and SIE licenses. Jonathan specializes in providing financial planning, portfolio management for businesses and individuals, as well as portfolio management for pooled investment vehicles. Jonathan is a Certified Financial Planner and has extensive experience in the financial services industry.

Firm Information

Jonathan Moody is currently registered with A.g.p. / Alliance Global Partners. A.g.p. / Alliance Global Partners is a Limited Liability Company with a main office in Westport, Connecticut, and has been operating since July 2022. The firm has over 238 registered representatives and manages over $1.6 billion in regulatory assets. A.g.p. / Alliance Global Partners provides a variety of advisory services, including financial planning, portfolio management for individuals and businesses, selection of other advisors, and portfolio management for pooled investment vehicles. They cater to a diverse range of clients, including individuals, high-net-worth individuals, businesses, corporations, and charitable organizations.
A.g.p. / Alliance Global Partners

88 POST ROAD WEST

WESTPORT, CT 06880

$1.69B

Assets Under Management

Not reported

Total Clients

175

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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other

Sub-adviser of pooled investment vehicle charges a performance f

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Jonathan Moody’s Registration & Firm History

NJ

05/10/2024 - Present

A.g.p. / Alliance Global Partners (Holmdel NJ)

NC

10/07/2019 - 02/13/2024

STIFEL, NICOLAUS & COMPANY, INCORPORATED (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 06/27/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/07/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/04/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jonathan Morrell Moody.
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