John Thomas Moss

Employer firm

Jtm Wealth Management, Inc. CRD 284045

$24.9M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2016 → Present
  Jtm Wealth Management, Inc.
  Windham, NY

Previous Registrations

• 2000-11-20 → 2013-01-02
  1St Global Advisors Inc
  Jacksonville, FL
  Brunswick, GA
• 2004-04-15 → 2005-11-22
  Ple Wealth Management
  Jacksonville, FL

Other Businesses

John T Moss, CPA; Investment Related; 21 Vets Rd, Windham, NY 12496; Tax/Accounting; Owner; 01/2007 to present; 50 hrs per month; 2 hrs during security trading hours; and Tax Preparation.

Exams

• S66 Uniform Combined State Law Examination
  2000-11-06
• S63 Uniform Securities Agent State Law Examination
  1997-07-25

Designations

• Certified Financial Planner