Jeffrey Moss is a registered investment advisor at Moss & Company, P.A., based in Maitland, FL, with 28 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 49 clients with $70M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
150 Spartan Drive, Suite 120, Maitland, FL, 32751
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey provides tax and accounting services to a limited number of clients, dedicating a few hours per week. He also serves as Registered Agent for Shelton Pro Service, Inc., spending minimal time on this activity.
Employment History
Current Registrations
Moss & Company, P.A.
State Registrations1 state
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