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Patrick Moore

Edward Jones

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About Patrick Moore

Patrick Moore is an investment advisor representative, registered with Edward Jones in Beaverton, OR. Patrick has been active in the financial services industry for over 20 years. Patrick previously held positions at J.P. Morgan Securities LLC, Wells Fargo Advisors, LLC, Country Capital Management Company, Allstate Financial Services, LLC, WM Financial Services, Inc., McDonald Investments Inc., Dain Rauscher Incorporated, Wells Fargo Securities Inc., Dean Witter Reynolds Inc., and U.S. Bancorp Securities. Patrick is licensed to provide investment advice in Arizona, California, Florida, Hawaii, Idaho, Illinois, Indiana, Massachusetts, Montana, Nevada, New Mexico, New York, Oregon, Texas, Virginia, and Washington.

Firm Information

Patrick Moore is currently registered with Edward Jones. Edward Jones is a financial services firm headquartered in St. Louis, Missouri, that offers investment management and financial planning services to individuals, families, and businesses. Founded in 1941, the firm has a nationwide network of over 19,832 licensed agents and 22,210 registered representatives. Edward Jones manages approximately $10 billion to $50 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Edward Jones is registered with the Securities and Exchange Commission and holds licenses in all 50 states, the District of Columbia, and Puerto Rico.
Edward Jones

12555 MANCHESTER RD

ST. LOUIS, MO 63131

$824.99B

Assets Under Management

27,895

Total Clients

22,064

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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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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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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other

See schedule d - miscellaneous

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Patrick Moore’s Registration & Firm History

OR

04/13/2020 - Present

Edward Jones (BEAVERTON OR)

OR

02/10/2016 - 08/08/2017

J.P. MORGAN SECURITIES LLC (PORTLAND OR)

OR

08/04/2014 - 04/28/2015

WELLS FARGO ADVISORS, LLC (LAKE OSWEGO OR)

OR

10/10/2012 - 06/19/2013

COUNTRY CAPITAL MANAGEMENT COMPANY (BEAVERTON OR)

OR

09/20/2005 - 11/20/2009

ALLSTATE FINANCIAL SERVICES, LLC (BEAVERTON OR)

CA

05/08/2002 - 08/05/2005

WM FINANCIAL SERVICES, INC. (IRVINE CA)

OH

06/18/2001 - 04/03/2002

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

NY

08/03/2000 - 07/06/2001

DAIN RAUSCHER INCORPORATED (NEW YORK NY)

CA

06/23/1999 - 08/15/2000

WM FINANCIAL SERVICES, INC. (IRVINE CA)

CA

10/02/1997 - 07/02/1999

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

NY

08/06/1996 - 10/29/1997

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

OR

03/15/1995 - 07/12/1996

U.S. BANCORP SECURITIES (PORTLAND OR)

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Licenses & Designations

BC

Issued 10/09/2012

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/13/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/14/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 03/14/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Patrick Moore.
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