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Jonathan William Moran

Fenimore Asset Management, Inc.

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About Jonathan William Moran

Jonathan William Moran is a registered representative and investment advisor representative with Fenimore Asset Management, Inc. in Cobleskill, NY. Jonathan has been working in the financial services industry since 2017. Jonathan's prior experience includes working with Lazard Asset Management Securities LLC and Mercer Allied Company, L.P. Jonathan holds Series 7, Series 31, and Series 66 securities licenses. Jonathan is also registered as an Investment Advisor Representative in both New Jersey and New York.

Firm Information

Jonathan Moran is currently registered with Fenimore Asset Management, Inc.. Fenimore Asset Management, Inc. is an investment advisor headquartered in Albany, New York. The firm manages a total of $5.43 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension funds. The firm offers a range of advisory services, including financial planning, portfolio management, and educational seminars. Fenimore Asset Management is committed to providing its clients with personalized investment advice and exceptional customer service.
Fenimore Asset Management, Inc.

142 WOLF ROAD

ALBANY, NY 12205

$5.43B

Assets Under Management

Not reported

Total Clients

12

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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Jonathan Moran’s Registration & Firm History

NY

01/08/2025 - Present

Fenimore Asset Management, Inc. (COBLESKILL NY)

NY

08/08/2018 - 02/14/2024

LAZARD ASSET MANAGEMENT SECURITIES LLC (NEW YORK NY)

NY

02/22/2017 - 07/23/2018

MERCER ALLIED COMPANY, L.P. (ALBANY NY)

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Licenses & Designations

BOTH

Issued 05/23/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2018

Series 31 - Futures Managed Funds Examination

BC

Issued 02/22/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan William Moran.
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