Jerome Moore
Jerome Moore is a CFP-designated registered investment advisor at Bradford Financial Center, based in Brentwood, TN, with 29 years of industry experience. Jerome operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 767 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bradford Financial Center offers a Watch and Manage service where they manage your investment portfolio. The annual management fee ranges from 0% to 2% of your investments, as negotiated. The fee can be a fixed percentage, a tiered rate where higher amounts may be charged a lower percentage, or a tiered rate where all investments may be charged a lower percentage as the amount increases. Fees are paid in advance each quarter. A set-up fee of up to 1% may apply to new money coming into management. Fees may be waived on certain cash positions.
Location
205 Powell Place, Suite 226, Brentwood, TN, 37027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jerome is a partner at Tower Wealth Advisors, an advisor at Bradford Financial Center, and an instructor at Belmont University, Kaplan, and Lipscomb University. He also works as a tax preparer and sells non-variable insurance through Bradford Insurance.
Employment History
Current Registrations
Bradford Financial Center
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
American Century Advisory Services, INC.
American Century Investment Services INC.Broker
Curian Capital, LLC
Investment Centers of America, INC.Broker
Putnam Retail Management Limited PartnershipBroker
State Registrations11 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.