Jennifer Welch Moser

Current Employers

Employment History

• 07/2012 → Present
  Maestro Wealth Advisors, Llc
  Winston Salem, NC
• 02/2021 → 09/2025
  Avantax Advisory Services
  Winston Salem, NC
• 12/1997 → Present
  Parwel Limited Partnership, Llc
  Winston-Salem, NC
• 12/2016 → Present
  Piedmont Financial Educators, Inc.
  Winston-Salem, NC
• 07/1989 → Present
  Maestro Insurance Services, Inc.
  Winston-Salem, NC
• 02/2021 → 09/2025
  Avantax Insurance Agency, Llc.
  Winston-Salem, NC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-03-21 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Winston Salem, NC
• 2004-03-19 → 2005-12-01
  Legg Mason Wood Walker, Incorporated
  Winston Salem, NC
• 2002-09-04 → 2004-03-11
  Ubs Financial Services Inc.
  High Point, NC

Other Businesses

1) PARWEL LIMITED PARTNERSHIP, LLC POSITION: Other NATURE: Lease property to businesses and individuals. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/24/1997 ADDRESS: 190 Sheets Trail, Germanton NC 27019 DESCRIPTION: I handle the day-to-day operations of bookkeeping, banking, property management and property development. 2) LANDLORD AND REAL ESTATE INVESTOR POSITION: Owner NATURE: Manage existing properties and buy/sell properties as opportunities arise. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/1999 ADDRESS: 190 Sheets Trail, Germanton NC 27019 DESCRIPTION: Locate property, hire subs, bookkeeping, answer residents maintenance needs. Provide labor when necessary for ongoing maintenance or improvement. 3) MAESTRO WEALTH ADVISORS, LLC POSITION: Employee NATURE: Provide employment for licensed RR and IARs to provide advisory and securities solutions to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 143 SECURITIES TRADING HOURS: 116 START DATE: 03/06/2012 ADDRESS: 755 Highland Oaks Dr, Ste 101, Winston Salem NC 27103 DESCRIPTION: Office manager. Payroll, HR, Purchasing Agent, bookkeeper. 4) PIEDMONT FINANCIAL EDUCATORS, INC. POSITION: Other NATURE: Offer workshops to the community via online or at colleges/universities or other locations in the community. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/29/2016 ADDRESS: 755 Highland Oaks Dr, Ste 101, Winston Salem NC 27103 DESCRIPTION: Process registrations. Lineup lecturers. Order materials. Rent facilities. 5) MAESTRO WEALTH ADVISORS, LLC 401K PLAN POSITION: Trustee NATURE: Trustee on our Company 401k plan INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2016 ADDRESS: 755 Highland Oaks Dr, Ste 101, Winston Salem NC 27103 DESCRIPTION: Work with TPA/Recordkeeper to structure the plan and keep compliant with new regulations. 6) WALLY WASH, LLC POSITION: Part Owner NATURE: Local car washes with vacuums. Unattended. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/23/2022 ADDRESS: 190 Sheets Trail, Germanton NC 27019 DESCRIPTION: Contract vendors, make deposits, order supplies .No investment accounts, only checking account. 7) MAESTRO INSURANCE SERVICES, INC. POSITION: Other NATURE: Provides Life/Health Insurance solutions to clients when appropriate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/07/1989 ADDRESS: 755 Highland Oaks Dr, Ste 101, Winston Salem NC 27103 DESCRIPTION: Meet with clients, ascertain needs, provide solutions and when appropriate writes insurance contracts to satisfy the need. 8) MOSER CONCRETE POLISHING & COATINGS, INC. POSITION: Secretary, Co-Owner NATURE: Provided initial funding for % ownership in son's business. Provide general guidance and business/marketing experience, as needed. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/18/2023 ADDRESS: 190 Sheets Trail, Germanton NC 27019 DESCRIPTION: Provided initial funding for % ownership in son's business. Provide general guidance and business/marketing experience, as needed. No regular hours are specified and no major time commitment is expected. 9) BAKERY PARTNERS, LLC POSITION: Investor NATURE: We pooled our money with others to purchase, manage, and sell the property located at 4795 Commercial Plaza St., Winston-Salem, NC 27104 (the "Real Estate") INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/28/2023 ADDRESS: 206 W Fourth Street, Winston Salem NC 27101 DESCRIPTION: We are non-voting members. No duties/responsibilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-21
• S66 Uniform Combined State Law Examination
  2002-07-01
• S63 Uniform Securities Agent State Law Examination
  1995-04-17

Other Names

• Jennifer Leigh Welch
• Jennifer Welch Moser
• Jennifer W Moser