John Moss is a CFP-designated registered investment advisor at Jtm Wealth Management, INC., based in Windham, NY, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 48 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $4.0M | 1.00% |
| $4M+ | 0.90% |
Fees may be negotiable.
Fee Estimator
Location
21 Vets Road, Windham, NY, 12496
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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 Activities
John is the owner of a tax and accounting business since 2007, spending about a quarter of his time on it. He dedicates a minimal amount of time during security trading hours to this activity.
Employment History
Current Registrations
Jtm Wealth Management, INC.
Previous Registrations
Ple Wealth Management
1st Global Advisors INC
1st Global Capital CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.