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About this Advisor
Cara Moss is an advisor located in Tempe, Arizona. Currently a registered advisor at Edward Jones, Moss has 16 years of professional experience as a financial advisor. Moss has a Series 63 license, qualifying the advisor as a securities representative. Moss is able to work with clients based out of Texas. Moss has spent their entire career at Edward Jones. Edward Jones is based out of Tempe, Arizona, and operates out of 13,586 other offices throughout the country. In aggregate, Edward Jones oversees $329 billion in assets throughout 3,047,151 client accounts and retains more than 23,408 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 996,779 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 9% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Edward Jones provides portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Cara Moss Work History
Cara has 17 years of experience.
Cara Moss has no disclosures.
Please visit their SEC profile for more details.
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