Woodbury Financial Services, Inc
About this Advisor
Jon Moores is a financial advisor operating in Dallas, Texas, who has been in the financial industry for 12 years. Moores is an employee of Woodbury Financial Services, Inc. Throughout their career, they have worked at Cbs Sports, Stephen Gould Corporation, Ozanne Financial Services, Texas Christian University and Woodbury Financial Services Inc. Moores maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Woodbury Financial Services, Inc is an advisory firm based out of Dallas, Texas. It has offices in 837 locations and a total of 3,216 advisors. It manages $21 billion in total assets among its 91,382 client accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 172 charitable organizations. Of its 91,382 client accounts, 18% are associated with high-net-worth investors who have at least $1 million in investable assets. The company performs a number of services, including 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. Financial advisory fee schedules usually vary depending on which services are provided. Fees charged by Woodbury Financial Services, Inc most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Woodbury Financial Services, Inc Brokerage Details
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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 12 years of experience.
Woodbury Financial Services Inc
Ozanne Financial Services
Stephen Gould Corporation
Texas Christian University
Jon Moores has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Woodbury Financial Services, Inc
Lees Summit, MO
Johnson City, TN
Orland Park, IL
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