Chloe Olivia Moore

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Experience

9 years in the industry.

1. Edward JonesDec 2023 to now
2. Fidelity InvestmentsFeb 2023 to Aug 2023
3. Bar Harbor Festival Corp. (aka Bar Harbor Music Festival)Dec 2022 to Dec 2022
4. Bar Harbor Festival Corp. (aka Bar Harbor Music Festival)Jul 2022 to Jul 2022
5. Bar Harbor Music Festival Corp. (aka Bar Harbor Music Festival)Dec 2021 to Dec 2021
6. Bar Harbor Festival Corp. (aka Bar Harbor Music Festival)Jul 2021 to Jul 2021
7. Dayton Performing Arts AllianceApr 2021 to Apr 2021
8. Quakertown Cvp LLCNov 2020 to Dec 2022
9. American Income Life InsuranceAug 2020 to Oct 2020
10. Bar Harbor Music FestivalJul 2020 to Jul 2020
11. Dayton Performing Arts AllianceDec 2019 to Jan 2020
12. St. George's Choral SocietyNov 2019 to Nov 2019
13. Palm Beach OperaApr 2019 to Apr 2019
14. Penn Square Music FestivalOct 2018 to Nov 2018
15. Dayton Performing Arts AllianceApr 2018 to May 2018
16. Rogue Valley SymphonyApr 2018 to Apr 2018
17. Cedar Rapids Opera TheatreJan 2018 to Jan 2018
18. Temple UniversityJan 2018 to Jan 2018
19. St. George's Choral SocietyNov 2017 to Nov 2017
20. Bard College (aka the Orchestra Now)Oct 2017 to Oct 2017
21. Friends of the Ocean City Pops, Inc. (aka the Ocean City Pops)Sep 2017 to Sep 2017
22. Vocal Arts Society (aka Vocal Arts Dc)Jun 2017 to Jun 2017
23. Annapolis OperaDec 2016 to Dec 2016
24. Symphony In CDec 2016 to Dec 2016
25. Dayton Performing Arts AllianceOct 2016 to Nov 2016
26. Church of the RedeemerSep 2014 to Jun 2023
27. Chadwich & Mckinney Funeral HomeSep 2014 to May 2023
28. St. John the EvangelistSep 2014 to May 2023
29. Self-employedMay 2014 to Dec 2023

Exams passed

• Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 3 states (NJ, PA, TX).

Edward Jones

Legal name: Edward D. Jones & Co., L.P.

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

7698022

Firm CRD

250