Advisors at this firm
Cole L
Series 63, Series 66
Scottsdale, AZ
John Moore & Associates Inc
Cole Leonida is a financial advisor with John Moore & Associates Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses with eight years of industry experience. Prior to joining John Moore & Associates in 2021, he worked at Raymond James Financial Services and Capital Financial Group. He is also the owner of ColeLeonida.com, a personal brand website and social media platform. John Moore & Associates is a registered investment adviser managing approximately $970 million in client assets. The firm serves individuals, high-net-worth clients, trusts, foundations, and retirement accounts through discretionary and non-discretionary portfolio management using model-based equity and fixed-income strategies.
Greg H
Series 63, Series 65, Series 66
Scottsdale, AZ
John Moore & Associates Inc
Greg Hartenbower is a financial advisor at John Moore & Associates Inc in Scottsdale, AZ, with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has previously worked at Raymond James Financial Services and USAA Financial Planning Services. Outside of his advisory role, he serves as a retreat director for men's religious retreats across Arizona. John Moore & Associates is a registered investment adviser managing approximately $970 million in client assets with a team of seven advisors. The firm serves individuals, high-net-worth clients, trusts, foundations, and retirement accounts, offering discretionary and non-discretionary portfolio management using model-based processes across equity, fixed income, and blended strategies.
Gary F
CFP®, Series 63
Scottsdale, AZ
John Moore & Associates Inc
Gary Ferguson is a CFP® with 11 years of experience in the financial services industry. He is currently with John Moore & Associates Inc, where he has worked since 2021. Prior to this, he held roles at The Vanguard Group and several other firms. John Moore & Associates is a registered investment adviser managing approximately $970 million in client assets. The firm serves individuals, high-net-worth clients, trusts, foundations, and retirement accounts, employing model-based portfolio management strategies across equity, fixed income, and blended allocations.
John O
CFP®, Series 63, Series 66
Albuquerque, NM
John Moore & Associates Inc
John Onesti is a CFP® with 17 years of industry experience, currently serving as an advisor at John Moore & Associates Inc in Albuquerque, NM. His prior roles include positions at Fidelity Investments and GWFS Equities, Inc. John Moore & Associates is a registered investment adviser managing approximately $970 million in client assets with a team of seven advisors. The firm serves individuals, high-net-worth clients, trusts, foundations, and retirement accounts, offering discretionary and non-discretionary portfolio management using model-based processes across equity, fixed-income, and blended strategies.
Brian C
Series 66
Albuquerque, NM
John Moore & Associates Inc
Brian Cochran is a financial advisor at John Moore & Associates Inc with 19 years of industry experience. He holds the Series 66 designation and has been with John Moore & Associates and Raymond James Financial Services since 2013. Outside of advising, he is a co-author and has published work since 2019. John Moore & Associates is a registered investment adviser serving individuals, high-net-worth clients, trusts, foundations, and retirement accounts. The firm manages approximately $970 million in client assets and employs model-based portfolio management strategies across equity, fixed income, and blended approaches.