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Jeffrey Scott Kittrell

Modera Wealth Management, LLC

Southern Pines, NC

Westwood, NJ

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-04-26
  • NC RA
    APPROVED
    Since 2023-04-26

Branch Locations

140-B Sw Broad Street, Southern Pines, NC 28387 • United States

56 Jefferson Avenue, Westwood, NJ 07675 • 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
Community One Bank, Na Asheboro NC 09/2003 10/2016
Unemployed Southern Pines NC 10/2016 08/2017
Parsec Financial Management Southern Pines NC 08/2017 04/2023
Modera Wealth Management, Llc Westwood NJ 04/2023 Present
  • 09/2003 → 10/2016
    Community One Bank, Na
    Asheboro, NC
  • 10/2016 → 08/2017
    Unemployed
    Southern Pines, NC
  • 08/2017 → 04/2023
    Parsec Financial Management
    Southern Pines, NC
  • 04/2023 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
Previous Registrations
  • 2017-09-06 → 2023-04-27
    Parsec Financial
    Southern Pines, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-06
  • S65 Uniform Investment Adviser Law Examination
    2017-09-06
Designations
Other Names
  • Jeffrey Scott Kittrell

View on SEC IAPD

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Other Offices

OSAIC INSTITUTIONS, INC. · SOUTHERN PINES, NC
DREHER FINANCIAL PARTNERS · SOUTHERN PINES, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Southern Pines, NC
WE EDUCATION INVESTMENT MANAGER LLC · SOUTHERN PINES, NC
RBC CAPITAL MARKETS, LLC · SOUTHERN PINES, NC
LPL FINANCIAL LLC · SOUTHERN PINES, NC
EDWARD JONES · SOUTHERN PINES, NC
ALIGN FINANCIAL PLANNING · SOUTHERN PINES, NC

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