Jacob Alan Moore

Current Employers

Employment History

• 03/2013 → 09/2016
  J.P. Morgan Securities Llc
  Windsor, CO
• 03/2013 → 09/2016
  J.P. Morgan Chase Bank
  Windsor, CO
• 10/2016 → Present
  Moore Financial Planning
  Loveland, CO
• 02/2017 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
• 11/2024 → 01/2025
  Cigna Pdp Sales
  Loveland, CO

Previous Registrations

• 2006-01-24 → 2009-12-02
  Wells Fargo Investments, Llc
  Fort Collins, CO
  Fort Collins, CO
  Fort Collins, CO

Other Businesses

1. Moore Financial Planning. Investment related. Financial Planning, Administrative Assistant, Administrative Assistant, 10/03/2016. Total 160-200 hours per month, 160-200 hours per month during securities trading hours. 2. Moore Property Holding, LLC, Commercial Property Management, Officer,Non-investment related, 1-20% time spent on activity during non-securities hrs. 3. Delta Dental Appointment, Independent Agent, Dental insurance sales. Agent, Non-investment related, 1-10% time spent on activity during non-securities hrs. 4. VSP (Vision Service Plan) Agent, 1419 W 29th St, Loveland, CO 80538. Agent, Non-investment related, 1-10% time spent on activity during securities hrs. 5. Aetna Medicare Supplement Sales, 1419 W 29th St Loveland, CO 80538. Agent, medicare supplement plans. Non-investment related, 1-10% time spent on activity during securities hrs. 6. 1. Moore Financial Planning. Investment related. Financial Planning, Administrative Assistant, Administrative Assistant, 10/03/2016. Total 160-200 hours per month, 160-200 hours per month during securities trading hours. 2. Moore Property Holding, LLC, Commercial Property Management, Officer,Non-investment related, 1-20% time spent on activity during non-securities hrs. 3. Delta Dental Appointment, Independent Agent, Dental insurance sales. Agent, Non-investment related, 1-10% time spent on activity during non-securities hrs. 4. VSP (Vision Service Plan) Agent, 1419 W 29th St, Loveland, CO 80538. Agent, Non-investment related, 1-10% time spent on activity during securities hrs. 5. Aetna Medicare Supplement Sales, 1419 W 29th St Loveland, CO 80538. Agent, medicare supplement plans. Non-investment related, 1-10% time spent on activity during securities hrs. 6. Silver Script PDP Sales in addition to UHC Medicare and PDP Sales. Non-investment related, Start Date 12/05/2020. Medicare supplement and PDP sales. Duties: help clients understand and enroll in the appropriate Medicare supplement, advantage plan or RX plan. Total Hrs. during securities trading hours: 10

Exams

• S66 Uniform Combined State Law Examination
  2017-09-06
• S63 Uniform Securities Agent State Law Examination
  2003-09-19

Other Names

• Jacob A Moore