Jason Barrett Moore

Employer firm

Strategic Wealth Investment Group, LLC CRD 165474

$1.38B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

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

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

Current Employers

Employment History

• 08/2016 → 08/2018
  Lpl Financial, Llc
  Acworth, GA
• 08/2018 → 11/2019
  Fsc Securities Corporation
  Atlanta, GA
• 11/2019 → 06/2020
  Ba Securities, Llc
  W. Conshohocken, PA
• 08/2020 → 12/2020
  Pickwick Capital Partners, Llc
  White Plains, NY
• 12/2020 → 11/2021
  Unemployed
  Alpharetta, GA
• 11/2021 → 06/2022
  Legacy Capital Advisors, Llc
  Atlanta, GA
• 11/2021 → 06/2022
  Avantax Investment Services Inc.
  Atlanta, GA
• 11/2021 → 06/2022
  Avantax Advisory Services
  Atlanta, GA
• 06/2022 → Present
  Strategic Wealth Advisors
  Louisvillle, KY

Previous Registrations

• 2022-01-04 → 2022-06-14
  Avantax Advisory Services
  Atlanta, GA
• 2018-09-04 → 2019-11-01
  Fsc Securities Corporation
  Atlanta, GA
• 2016-09-29 → 2018-08-29
  Lpl Financial Llc
  Alphareta, GA
  Fort Mill, SC
• 2015-12-11 → 2016-08-24
  Putnam Investment Management, Llc
  Andover, MA
  Boston, MA
• 2009-04-07 → 2010-11-10
  Principal Securities, Inc.
  Des Moines, IA
  Folsom, CA
  Santa Rosa, CA
  Des Moines, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-02
• S66 Uniform Combined State Law Examination
  2009-01-12
• S63 Uniform Securities Agent State Law Examination
  2000-02-03

Other Names

• Jason Barrett Moore
• Jason B Moore
• Jason Moore