Jason Barrett Moore
Investment adviser representative at Strategic Wealth Investment Group, LLC
10 yearsExperience
4 statesRegistered in
$1.4BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Wealth Investment Group, LLCJul 2022 to now
- Strategic Wealth AdvisorsJun 2022 to now
- Avantax Advisory ServicesNov 2021 to Jun 2022
- Avantax Investment Services Inc.Nov 2021 to Jun 2022
- Legacy Capital Advisors, LLCNov 2021 to Jun 2022
- UnemployedDec 2020 to Nov 2021
- Pickwick Capital Partners, LLCAug 2020 to Dec 2020
- Ba Securities, LLCNov 2019 to Jun 2020
- Fsc Securities CorporationAug 2018 to Nov 2019
- LPL Financial, LLCAug 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 4 states (CO, GA, NC, WA).
Strategic Wealth Investment Group, LLC
$1.4BAssets managed
3,900Clients
33Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4086730
- Firm CRD
- 165474