Jackson Grant Mcdaniel
Investment adviser representative at Moss, Luse & Womble, LLC
11 yearsExperience
1 stateRegistered in
$803.2MFirm assets
7 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 fee
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.
- Moss, Luse & Womble, LLCJan 2026 to now
- Moss, Luse & Womble, LLCJun 2015 to Dec 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (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
- 6700435
- Firm CRD
- 152841