Jonathan Seth Moore
Investment adviser representative at Iams Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$397.2MFirm assets
9 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Legacy Tax, Inc. dba Legacy Tax & Wealth ManagementOct 2025 to now
- Legacy Wealth Advisors, Inc. dba Legacy Tax & Wealth ManagementOct 2025 to now
- Iams Wealth Management, LLCSep 2025 to now
- Moore & Associates Inc. of TnDec 2018 to now
- Independent Insurance AgentOct 2017 to now
- Calton & Associates, Inc.Sep 2017 to now
- Dunn Bailey Lamb & MooreFeb 2023 to Sep 2025
- Tax Assist, Inc. & Legacy Planning Services, Inc.Mar 2017 to Feb 2023
- Tusculum CollegeSep 2015 to Dec 2016
- Enterprise HoldingsJul 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
Iams Wealth Management, LLC
$397.2MAssets managed
1,633Clients
53Advisers
9 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
- 6191423
- Firm CRD
- 286085