Jon
Moores

Woodbury Financial Services, Inc

CRD#6421974
Investment Advisor
in Dallas, TX

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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

Series 66

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

Ten Thousand N Central Expwy Ste 1326
Dallas, TX 75231

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

TX Average: $5,289,111,388
Total Number of Employees

3,216

TX Average: 157
Total Number of Accounts

91,382

TX Average: 8,262
Average Account Size

$233,575

TX Average: $640,173

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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.

2015 - Present (7 years)

Woodbury Financial Services Inc

2014 - Present (8 years)

Ozanne Financial Services

2014 - 2014 (< 1 year)

Cbs Sports

2013 - 2013 (< 1 year)

Stephen Gould Corporation

2012 - 2012 (< 1 year)

Cbs Sports

2010 - 2014 (4 years)

Texas Christian University

Disclosures

Jon Moores has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Joseph Mccarthy
Chesterfield, MO
Grant Messner
Lees Summit, MO
Daryl Serizawa
Irvine, CA
Casey Middleton
Johnson City, TN
Raymond Chera
Brooklyn, NY
Kristi Mignano
Johnston, IA
Cresta Clawson
Carmel, IN
Anthony Frangella
Orland Park, IL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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