Jay C. Moore

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 05/2021
  Wells Fargo Advisors Financial Network Llc.
  Cleburne, TX
• 05/2021 → Present
  Kestra Investment Services,Llc
  Cleburne, TX
• 05/2021 → Present
  Kestra Advisory Services,Llc
  Cleburne, TX

Previous Registrations

• 2016-01-04 → 2021-05-19
  Wells Fargo Advisors Financial Network, Llc
  Cleburne, TX
• 2007-07-23 → 2016-01-05
  Edward Jones
  Cleburne, TX
  Cleburne, TX

Other Businesses

Business Name: 107 Sunset Drive Investment Related: Yes Address: 107 Sunset Drive Cleburne TX 76033 Nature of Business: Real Estate Position, Title or Relationship: Member Start Date: 9/23/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: None. My wife, Brooke, handles the property management and rental.Business Name: Moore Private Wealth Real Estate Holdings, LLC Investment Related: Yes Address: 1313 Glenwood Drive Cleburne TX 76033 Nature of Business: Real Estate Position, Title or Relationship: Managing member Start Date: 4/21/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: NoneBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Bldg 2 Ste 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Independent contractor partnered with Kestra Start Date: 5/17/2021 Hours per month: 31% - 40% (49 - 64 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: After performing due diligence, offer Kestra advisory services to appropriate clients.Business Name: Moore Private Wealth Group Investment Related: Yes Address: 1313 Glenwood Drive Cleburne TX 76033 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance Position, Title or Relationship: Member & Senior Financial Advisor Start Date: 1/4/2016 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: I work with clients to invest their money in various investment vehicles.

Exams

• S66 Uniform Combined State Law Examination
  2007-07-21
• S63 Uniform Securities Agent State Law Examination
  1997-07-22

Other Names

• Jay C Moore
• Jay C Moore