Jonathan Moore
Jonathan Moore is a registered investment advisor at American Independent Securities Group, LLC, based in Winthrop, WA, with 3 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,385 clients with $990M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fees generally range from 0.75% to 2.5% based on total assets, investment style, and program platform. Fees are negotiable.
Fee Estimator
Location
503 Hwy 20, 2nd Floor Suite 5, Winthrop, WA, 98862
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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
Jonathan is involved in several outside business activities, including tax preparation (taking about 10-20% of his time during tax season), various volunteer roles, and serving as Sr. Director of Strategic Programs for Tribalco LLC. He also sells insurance products, including life, disability, property, and casualty, dedicating a few hours per week to this activity.
Employment History
Current Registrations
American Independent Securities Group, LLC
American Independent Securities Group, LLCBroker
American Independent Securities Group, LLC
State Registrations3 states
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.