Advisor at Evolve Wealth Advisors LP
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Firm
Evolve Wealth Advisors LP
Location
Scottsdale, AZ 85258
Credentials
CFA®
Industry experience
4 years
Jayson Moss is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Evolve Wealth Advisors LP in Scottsdale, AZ. His prior roles include positions at Franklin Templeton and Adelaide Capital. Outside of his advisory duties, he provides corporate consulting services related to investor relations, capital markets advisory, and corporate restructurings, and he serves on the board of Chestnut Creek Capital Corp., an agricultural services company in Alberta, Canada. Evolve Wealth Advisors is a partner-led firm serving individuals, high-net-worth clients, charitable organizations, and corporations. The firm offers discretionary portfolio management, pension and 401(k) consulting, and financial planning, using fundamental analysis, modern portfolio theory, and quantitative techniques to tailor investment strategies for each client.
Based on Evolve Wealth Advisors LP
Based on Evolve Wealth Advisors LP
$500,000 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $15,000,000: 0.40% $15,000,001 - $25,000,000: 0.30% $25,000,001+: 0.25%
$280 to $400 per hour
Account minimum: $500,000
7702 E Doubletree Ranch Road, Suite 300
Scottsdale, AZ 85258
Arizona · California · Idaho
Evolve Investment Holdings LLC
2026 - Present (1 year)
Moss Capital Corporation USA
2025 - Present (1 year)
Evolve Wealth Advisors, LP
2021 - Present (5 years)
Moss Capital Corporation
2020 - Present (6 years)
Adelaide Capital
2019 - 2021 (2 years)
Franklin Templeton
2011 - 2019 (8 years)
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Is not active or affiliated with:
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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CFP®, Series 63, Series 65, Series 66
Mesa, AZ
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CFP®, Series 63, Series 66
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Echelon Private Wealth LLC
Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
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