Jonathan Morrell Moody
Investment adviser representative at A.G.P / Alliance Global Partners
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- A.G.P. / Alliance Global PartnersMay 2024 to now
- Alliance Global PartnersMar 2024 to now
- Stifel Financial Corp.Jun 2019 to Feb 2024
- Capitol Financial SolutionsJun 2018 to Jun 2019
- Carroll FinancialJan 2018 to Feb 2018
- Winthrop UniversityJan 2017 to May 2019
- Central Piedmont Community CollegeAug 2013 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NC).
A.G.P / Alliance Global Partners
Legal name: A.G.P. / Alliance Global Partners, LLC
$2.9BAssets managed
7,490Clients
130Advisers
17 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
- 6900993
- Firm CRD
- 8361