Martin Jeffrey Moyers

Employer firm

Roffman Miller Associates Inc CRD 106019

$3.20B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 06/2002 → 12/2018
  Charles Schwab & Co., Inc.
  Yardley, PA
• 02/2005 → 12/2018
  Charles Schwab Bank
  Yardley, PA
• 04/2020 → Present
  Roffman Miller Assoc.
  Philadelphia, PA
• 01/2019 → 03/2020
  Pnc Wealth Managment
  Princeton, NJ

Previous Registrations

• 2003-03-05 → 2018-12-12
  Charles Schwab & Co., Inc.
  Wayne, PA
  Allentown, PA
  Westlake, TX
  Yardley, PA
  Princeton, NJ
• 2002-06-05 → 2002-06-13
  Prudential Equity Group, Llc
  Bala Cynwyd, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-28
• S63 Uniform Securities Agent State Law Examination
  1999-01-08

Designations

• Certified Financial Planner

Other Names

• Jeffrey Moyers