Jordan Moore is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Genoa, OH, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
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Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
626 Main St, Genoa, OH, 43430
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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
Jordan is a DBA for LPL business through Genoa Financial and an elected Carroll Township Trustee. Jordan also sells non-variable insurance products through Wholehan Marketing, dedicating a few hours per week, and has business entities for tax/investment purposes and farming.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations12 states
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