Jeffrey Matthew Moss
Investment adviser representative at Moss, Luse & Womble, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$803.2MFirm assets
Are you Jeffrey Matthew Moss? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Moss, Luse & Womble, LLCJan 2010 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Moss, Luse & Womble, LLC
$803.2MAssets managed
874Clients
23Advisers
7 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
- 4776080
- Firm CRD
- 152841