Jeffrey Arnold Moss

Employer firm

Moss & Company, P.a. CRD 142028

$70.0M regulatory AUM

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

• 01/1991 → Present
  Moss & Company, P.A.
  Maitland, FL

Other Businesses

Mr. Moss also provides tax and accounting services to a limited number of clients within the same entity at the same address. He devotes approximately 5 hours a week to these activities. In addition, Mr. Moss has served as Registered Agent for Shelton Pro Service, Inc. since 1996 at the same location. He receives no compensation and devotes approximately 15 minutes a year to this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-10-13

Other Names

• Jeff Moss
• Jeffrey Moss