Jordan
Moore

Commonwealth Financial Network

CRD#6834431
Investment Advisor
in Dallas, TX

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About this Advisor

Jordan Moore is a financial advisor based in Dallas, Texas, working with Commonwealth Financial Network. Jordan has previously held positions at Edward Jones, Sewell Automotive Companies, and Commonwealth Financial Network. Jordan has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Jordan is part of Commonwealth Financial Network, which operates out of Dallas, Texas. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

12222 Merit Drive Suite 1180
Dallas, TX 75251

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

TX Average: $16,012,751,954
Total Number of Employees

4,500

TX Average: 118
Total Number of Accounts

623,075

TX Average: 4,567
Average Account Size

$284,126

TX Average: $3,506,186

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jordan Moore Work History

2021 - Present (3 years)

Commonwealth Financial Network

2017 - 2021 (4 years)

Edward Jones

2013 - 2017 (4 years)

Sewell Automotive Companies

Disclosures

Please visit the SEC profile of Jordan Moore 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 Commonwealth Financial Network

John Macdougall
Northfield, MA
Melanie Migneault
Keene, NH
Michael Williams
Dallas, TX
Renee Bilodeau
Glastonbury, CT
Danielle Auriemma
San Diego, CA
Roan Sullivan
Old Saybrook, CT
Maggie Scally
West Chester, PA
Ryan Sokolowski
Ludlow, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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