JM
JM

J Moore

23 Years of Experience
Kennesaw, GA
BrokerSells Insurance

J Moore is a registered investment advisor at Cetera Investment Advisers LLC, based in Kennesaw, GA, with 23 years of industry experience. J 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
Loading...

Location

Kennesaw, GA

Get directions

History

Regulatory History
Clean regulatory record

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

J. sells health insurance through MAPEC Group, LLC, dedicating about 10-20% of their time. J. also works in mail handling for FedEx, is an assistant treasurer at Zion Baptist Church, and co-owns a tea wholesale/retail business.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2009 - Present · 17 yrs 1 mo
Cetera Financial Specialists LLCBroker
August 2009 - Present · 17 yrs 1 mo
Previous Registrations
Metlife Securities INC.
May 2006 - July 2009 · 3 yrs 2 mos
Metlife Securities INC.Broker
December 2002 - July 2009 · 6 yrs 7 mos
Metropolitan Life Insurance CompanyBroker
December 2002 - July 2007 · 4 yrs 7 mos
State Registrations5 states
DCFLGAMDTX
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.
J Moore - Financial Advisor | TrueAdvisor