Jared
Moss
Cuso Financial Services, L.P
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About this Advisor
Jared Moss is a financial advisor working out of Ogden, Utah. Moss currently works for Cuso Financial Services, L.P. During their career, the advisor has held roles at Fbl Marketing Services, Fidelity Brokerage Services, Nationwide, Nationwide Securities LLC, Nationwide Financial, Pruco Securities, LLC, The Prudential Insurance Company Of America, Key Investment Services, Tyson Luthi State Farm Agency, State Farm Vp Management Corp, Personal Real Estate Investing/Property Management, Gwfs Equities, Inc, Advised Assets Groups, LLC, Cuso Financial Services, Lp, Morgan Stanley and B.O.S.S. Retirement Advisors, LLC. Moss holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Utah. Cuso Financial Services, L.P is a financial advisory business operating out of San Diego, CA. The investment advisory business has offices in 977 locations and a total of 803 advisors. It has $4 billion in assets across its 25,992 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 13 charities and foundations. Of its 25,992 customer accounts, just 2% belong to high-net-worth individuals who have more than $1 million in assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules typically vary depending on which service is offered. However, fee types charged by Cuso Financial Services, L.P may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,082,797,608
803
25,992
$157,079
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jared Moss Work History
Jared has been registered as a financial advisor for 0 years.*
Cuso Financial Services, Lp
Gwfs Equities, Inc
Advised Assets Groups, LLC
Tyson Luthi State Farm Agency
State Farm Vp Management Corp
B.O.S.S. Retirement Advisors, LLC
Pruco Securities, LLC
The Prudential Insurance Company Of America
Key Investment Services
Fidelity Brokerage Services
Nationwide
Nationwide Securities LLC
Nationwide Financial
Fbl Marketing Services
Morgan Stanley
Personal Real Estate Investing/Property Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jared Moss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
