John Moses
John Moses is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Ripley, TN, with 41 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
116 N Jefferson St., Ripley, TN, 38063
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2003Other Business ActivitiesSells Insurance
John is the owner and insurance agent for Greenbridge Insurance and Investment Services since 2020, spending nearly full-time there. He is also an Investment Advisor Representative at CIRA since 2022, also spending nearly full-time there, and owns North Star Holdings, LLC, a farmland rental business, since 2023, dedicating a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Bolton Global Asset Management
Bolton Global CapitalBroker
Sterne Agee Financial Services, INC.Broker
Hartford Equity Sales Company INC.Broker
Sws Financial ServicesBroker
Jefferson Pilot Securities CorporationBroker
Jefferson-Pilot Investor Services, INC.Broker
G. R. Phelps & CO., INC.Broker
Country Capital Management CompanyBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.