Jeffrey Malcolm Moorhouse

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 05/2009 → Present
  Raymond James Financial Services, Inc.
  Carpinteria, CA
• 05/2009 → Present
  Raymond James Financial Services Advisors Inc.
  Carpinteria, CA
• 05/2009 → 02/2018
  Carpinteria Sanitary District
  Carpinteria, CA

Previous Registrations

• 1997-07-08 → 2009-05-28
  Citigroup Global Markets Inc.
  Santa Barbara, CA
  Montecito, CA

Other Businesses

(1) Name of Business: 76Q, LLC Address: 19755 E telegraph Rd, Santa Paula, CA, 93060, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 07/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 2 partners aka manager members of LLC. I do the books and pay bills (2) Name of Business: Moorhouse Financial Wealth Management Group Address: 1575 Spinnaker Dr Ste 201, Ventura, CA, 93001, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/27/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-06-13
• S63 Uniform Securities Agent State Law Examination
  1994-04-05

Designations

• Certified Financial Planner

Other Names

• Jeff M Moorhouse
• Jeff Moorhouse