JM
CFP
JM
CFP

Jesse Moore

35 Years of Experience
Troy, MI
BrokerSells Insurance

Jesse Moore is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Troy, MI, with 35 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

901 Wilshire Drive Ste 500, Troy, MI, 48084

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Jesse is involved in tax preparation and fixed insurance sales, dedicating about half of his time to this. He also serves on the finance leadership team for a church organization, requiring minimal time, and is a 33% owner of MSZ Enterprises LLC, which leases an office building.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
January 2004 - Present · 22 yrs 4 mos
Previous Registrations
Cetera Advisors LLC
April 2010 - March 2024 · 13 yrs 11 mos
Vestax Securities CorporationBroker
June 1995 - January 2004 · 8 yrs 7 mos
The Equitable Life Assurance Society of the United StatesBroker
November 1990 - June 1995 · 4 yrs 7 mos
Equico Securities, INC.Broker
November 1990 - June 1995 · 4 yrs 7 mos
State Registrations16 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.