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Jacob Prater

Modera Wealth Management, LLC

Westwood, NJ

Asheville, NC

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-20
  • NC RA
    APPROVED
    Since 2026-03-20

Branch Locations

56 Jefferson Avenue, Westwood, NJ 07675 • United States

6 Wall Street, Asheville, NC 28801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Modera Wealth Management, Llc Westwood NJ 04/2025 Present
Highland Christian Church Asheville NC 09/2021 Present
Pizza Hut Black Mountain NC 01/2022 08/2022
Town Hardware Black Mountain NC 05/2021 03/2022
Montreat College Montreat NC 02/2021 09/2021
Montreat College Montreat NC 04/2018 02/2021
Montreat College Montreat College NC 08/2017 12/2020
West-Oak High School Westminster SC 08/2015 08/2017
  • 04/2025 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
  • 09/2021 → Present
    Highland Christian Church
    Asheville, NC
  • 01/2022 → 08/2022
    Pizza Hut
    Black Mountain, NC
  • 05/2021 → 03/2022
    Town Hardware
    Black Mountain, NC
  • 02/2021 → 09/2021
    Montreat College
    Montreat, NC
  • 04/2018 → 02/2021
    Montreat College
    Montreat, NC
  • 08/2017 → 12/2020
    Montreat College
    Montreat College, NC
  • 08/2015 → 08/2017
    West-Oak High School
    Westminster, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-20
  • S65 Uniform Investment Adviser Law Examination
    2026-03-20

View on SEC IAPD

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LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TD PRIVATE CLIENT WEALTH LLC
PNC WEALTH MANAGEMENT LLC

Other Investors

WILLIAM EMERSON HOUCK
ATHANASIOS KOLEFAS
HARLI LYNN PALME
LESLIE ANN YOUNG
CHAD EVANS FOSTER
BENJAMIN MATTHEW BLAKE
Kevin Javier Stewart
ERIN LYNN VILLAMIZAR

Other Offices

EDWARD JONES · WESTWOOD, NJ
J.P. MORGAN SECURITIES LLC · WESTWOOD, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · Westwood, NJ
ALLSTATE FINANCIAL ADVISORS, LLC · WESTWOOD, NJ
LPL ENTERPRISE, LLC · EMERSON, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HILLSDALE, NJ
TD PRIVATE CLIENT WEALTH LLC · Hillsdale, NJ
PNC WEALTH MANAGEMENT LLC · EMERSON, NJ

More in Westwood, NJ

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