Jon
Moores
Woodbury Financial Services, Inc
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About this Advisor
Jon Moores is a financial advisor based out of Dallas, Texas with 6 years of relevant experience. Moores currently works for Woodbury Financial Services, Inc. The advisor has gained experience at Stephen Gould Corporation, Ozanne Financial Services, Texas Christian University, Cbs Sports and Woodbury Financial Services Inc. Moores has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Woodbury Financial Services, Inc is an advisory business based out of Saint Paul, MN. The firm has offices in 1,038 locations and a total of 3,002 advisors. It controls $19 billion in assets between its 101,950 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 184 charities and foundations. Of its 101,950 accounts, just 11% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees are based on which services the firm provides the client. Fee types billed by Woodbury Financial Services, Inc likely 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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Woodbury Financial Services, Inc Brokerage Details
$19,278,448,046
3,002
101,950
$189,097
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jon Moores Work History
Jon has been registered as a financial advisor for 6 years.*
Woodbury Financial Services Inc
Ozanne Financial Services
Cbs Sports
Stephen Gould Corporation
Texas Christian University
*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 Jon Moores to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Woodbury Financial Services, Inc
Thibodaux, LA
Center, TX
Claremont, NH
Saint Paul, MN
Germantown, TN
Cameron, WI
Mount Joy, PA
Glenwood, IA
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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