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Jonathan Alexander Moore

Investment adviser representative at Financial Avenues
10 yearsExperience
2 statesRegistered in
$147.6MFirm assets
Under 1 yearFirm in business

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How the firm charges

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

HourlyFixed 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

10 years in the industry.

  1. Financial Avenues LLCMar 2026 to now
  2. Fp Solutions RiSep 2024 to Mar 2026
  3. Ellevate AdvisorsOct 2023 to Oct 2025
  4. Arkansas Financial GroupJul 2023 to Sep 2023
  5. Spire OutsourcingMay 2023 to Sep 2024
  6. Gw Financial Inc.Oct 2022 to Apr 2023
  7. Brigham Young University-idahoJan 2021 to Apr 2023
  8. CabelasJul 2020 to Jan 2021
  9. Brigham Young University-idahoJan 2020 to Jun 2020
  10. AsicsNov 2019 to Dec 2020
  11. Acro MachiningMay 2019 to Jan 2020
  12. Best BuyJun 2018 to Oct 2019
  13. Lakewood High SchoolMar 2016 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 2 states (KS, MO).

Financial Avenues

Legal name: Financial Avenues LLC

$147.6MAssets managed
97Clients
4Advisers
Under 1 yearIn 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
7749873
Firm CRD
153458
Advisor's SEC record (opens in a new tab)
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