Jason
Moore

E*Trade Capital Management, LLC

CRD#5182920
Investment Advisor
in New York, NY
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About this Advisor

Jason Moore is a certified financial planner operating in New York, New York, with a total of 12 years of experience as a financial advisor. Moore is an employee of E*Trade Capital Management, LLC. Throughout their career, Moore has worked at Vanguard, Lpl Financial, E*Trade Capital Management and E*Trade Securities LLC. Moore has a Series 63 license, which qualifies them as a securities broker, and is approved to serve investors in North Carolina and Texas. E*Trade Capital Management, LLC is a financial advisory company that has its headquarters in New York, New York. It oversees $5 billion in assets among its 29,958 accounts, making it one of the largest investment advisory firms in the United States by assets under management. E*Trade Capital Management, LLC has a broad set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services typically are based on which services the firm provides the client. Fees charged by E*Trade Capital Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

11 Times Square 32Nd Fl
New York, NY 10036

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E*Trade Capital Management, LLC Brokerage Details

Total Assets Under Management

$5,673,424,781

NY Average: $7,464,549,021
Total Number of Accounts

35,265

NY Average: 3,892
Average Account Size

$160,880

NY Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jason Moore Work History

Jason has 12 years of experience.

2013 - Present (6 years)

E*Trade Capital Management

2013 - Present (6 years)

E*Trade Securities LLC

2011 - 2013 (2 years)

Lpl Financial

2006 - 2011 (5 years)

Vanguard

Disclosures

Jason Moore has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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