Robert Mason Nettles Moise

Employer firm

Jackson Financial Services, LLC CRD 132252

$498M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2004 → Present
  Jackson Financial Services, Llc
  Mt. Pleasant, SC

Previous Registrations

• 2001-08-01 → 2004-07-20
  Pruco Securities, Llc.
  Mt Pleasant, SC

Other Businesses

OWN SOME RENTAL PROPERTY, THE R. MASON MOISE RENTAL PROPERTY, MT. PLEASANT, SC, 2-2000, DEVOTE 1 1/2 HR. EACH MONTH, NONE OF WHICH IS DURING TRADING HRS, DUTIES ARE LIMITED TO RECEIVING ONE CHECK IN THE MAIL FROM THE PROPERTY MANAGER AND DEPOSITING IT. FROM THIS CHECK WE SERVICE THE MORTGAGE. TRUSTEE ON MY BROTHERS LIFE INSURANCE TRUST, THE JOHN H. STONE III LIFE INSURANCE TRUST, CREATED 4-2000, MT. PLEASANT, SC, 1/2 HR. EACH MONTH, NONE DURING TRADING HRS., DUTIES INCLUDE MONITORING THE LIFE INS. POLICY PERFORMANCE, DETERMINING APPROPRIATE PREMIUM DEPOSITS, AND SENDING OUT THE ANNUAL NOTICES TO THE REMAINDER MEN.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-08
• S63 Uniform Securities Agent State Law Examination
  1995-06-12

Other Names

• Robert Mason Moise