Jayson Moss

Employer firm

Evolve Wealth Advisors LP CRD 316038

$58.4M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 10/2011 → 02/2019
  Franklin Templeton
  Calgary
• 03/2019 → 02/2021
  Adelaide Capital
  Calgary
• 02/2020 → Present
  Moss Capital Corporation
  Calgary
• 07/2021 → Present
  Evolve Wealth Advisors, Lp
  Scottsdale, AZ
• 02/2026 → Present
  Evolve Investment Holdings Llc
  Scottsdale, AZ
• 12/2025 → Present
  Moss Capital Corporation Usa
  Phoenix, AZ

Other Businesses

Jayson Moss is the owner of Moss Capital Corporation, which provides corporate consulting services to third parties, including work related to investor relations, corporate restructurings, capital markets advisory, and operational advisory. These activities are conducted outside of his role with Evolve Wealth Advisors, LP ("EWA"). Mr. Moss also serves as a Board Member of Chestnut Creek Capital Corp., an agricultural services company, based in Alberta, Canada. Jayson Moss provides corporate consulting services to third parties, including work related to investor relations, corporate restructurings, capital markets advisory, and operational advisory. These activities are conducted outside of his role with Evolve Wealth Advisors, LP ("EWA"). Jayson Moss is the owner of Moss Capital Corporation (Canada), which provides corporate consulting services to third parties, including work related to investor relations, corporate restructurings, capital markets advisory, and operational advisory. These activities are conducted outside of his role with Evolve Wealth Advisors, LP ("EWA").

Designations

• Chartered Financial Analyst

Other Names

• Jayson Nmn Moss