Advisor at Moore Investment Partners, LLC
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Firm
Moore Investment Partners, LLC
Location
Charlotte, NC 28277
Credentials
CFP®, Series 63
Industry experience
19 years
Jason Moore is a CFP® with 19 years of experience in the financial industry. He is the principal advisor at Moore Investment Partners, LLC, an independent firm he founded in 2022. Prior to that, he worked at E*Trade for nine years. Moore Investment Partners provides portfolio management services primarily to individual and high-net-worth clients, creating individualized Investment Policy Statements and offering both discretionary and non-discretionary management. The firm’s approach is based on Modern Portfolio Theory and a long-term investment horizon, with a focus on asset allocation, risk tolerance, and regular portfolio reviews.
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.85% $5,000,001+: 0.75%
3540 Toringdon Way, Suite 200
Charlotte, NC 28277
Florida · North Carolina · South Carolina · Texas
Moore Investment Partners LLC
2022 - Present (4 years)
E*Trade
2013 - 2022 (9 years)
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