Jeffrey Matthew Moss

CFP

21 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Moss, Luse & Womble, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

492 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$595.2M

Fee Structure

Location

5160 Tennyson Parkway, Suite 2000W, Plano, TX, 75024

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.

Employment History

Current Registrations

Moss, Luse & Womble, LLC

March 2010 - Present · 15 yrs 11 mos

Previous Registrations

Cain, Watters & Associates, P.L.L.C.

March 2007 - January 2010 · 2 yrs 10 mos

NFP Securities, INC.

August 2004 - March 2007 · 2 yrs 7 mos

State Registrations2 states

LATX

Advisor

Exams

No exam information available for this advisor.