JM
JM

Jonathan Arthur Moore

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
2,987 clients
Average Client Portfolio
$203K average
Assets Under Management
$604.9M

Fee Structure

Minimum Investment:$2.5K
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Location

503 Hwy 20, 2nd Floor Suite 5, Winthrop, WA, 98862

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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.

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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
August 2023 - Present · 2 yrs 6 mos
American Independent Securities Group, LLCBroker
August 2023 - Present · 2 yrs 6 mos
American Independent Securities Group, LLC
July 2023 - Present · 2 yrs 7 mos
State Registrations3 states
HIORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.