Jeffrey Moorhouse
Jeffrey Moorhouse is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ventura, CA, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1575 Spinnaker Drive, Suite 201, Ventura, CA, 93001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a partner in 76Q, LLC, where he manages the books and pays bills, and is an owner of Moorhouse Financial and Wealth Management Group, dedicating about a quarter to half of his time to these activities. He also serves on the financial committee for the National Disaster Search Dog Foundation, spending minimal time on this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations15 states
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