Jonathan Arthur Moore
Investment adviser representative at American Independent Securities Group, LLC
18 yearsExperience
1 stateRegistered in
$986.3MFirm assets
18 yearsFirm in business
Are you Jonathan Arthur Moore? 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
- Seminars and workshops
Experience
18 years in the industry.
- American Independent Securities Group, LLCJul 2023 to now
- Tribalco, LLCAug 2008 to Mar 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WA).
American Independent Securities Group, LLC
$986.3MAssets managed
4,385Clients
47Advisers
18 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
- 7235263
- Firm CRD
- 135288