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Jessica R Moore

Advisor at Fidelity — Hillsborough, NH

Updated today

Credentials

Series 63, Series 66

Experience

22 years

Location

Hillsborough, NH

Fidelity logo

Fidelity

Institution

Total advisors

16,976

Across 1,867 offices

Clients per advisor

141 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Jessica Moore is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 21 years of industry experience. She has worked in various capacities at Fidelity since 2004, including roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its approach. The firm offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery while maintaining oversight of sub-advisers and addressing conflicts of interest.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

See office

Hillsborough, NH

Hillsborough NH

Advisors at this office

1

Most active in

New Hampshire · Texas

Work history

22 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

Fidelity Personal and Workplace Advisors

2018 - Present • 8 years

Boston, MA

FIDELITY Brokerage Services

2004 - Present • 22 years

Henderson, NV

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Thomas V

Series 63, Series 65, Series 66

Hancock, NH

Monadnock Retirement Solutions, LLC

Thomas Villeneuve is a financial advisor with Monadnock Retirement Solutions, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He has held prior roles at Citizens Securities, NYLIFE Securities, New York Life Insurance Company, and Baltimore Life. Outside of advisory work, he serves as a part-time instructor providing basic financial education at UNH Cheshire Academy of Lifelong Learning. Monadnock Retirement Solutions offers comprehensive financial planning and investment management to individual and high-net-worth clients, focusing on written financial plans and ongoing portfolio oversight. The firm manages client assets primarily on a non-discretionary basis and incorporates insurance and long-term care reviews, 401(k) evaluations, and tailored model portfolios through third-party sub-advisers.

General retirement planning Income planning Medicare planning College savings (529s, UTMA, etc.)
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Elizabeth E

Series 63, Series 65

Weare, NH

Cayena Capital Management, LLC

Elizabeth Evans is a financial advisor at Cayena Capital Management, LLC with 16 years of industry experience. She has previously worked at Curbstone Financial Management Corporation and Fidelity Brokerage Services LLC. In addition to her advisory role, Evans consults for the Morgan Franklin Fellowship Foundation, developing financial literacy curriculum, and serves as a business advisor and underwriter at the Regional Economic Development Center. Cayena Capital Management serves individuals and families by providing comprehensive and modular financial planning, limited consulting, and non-discretionary investment consulting. The firm focuses on fundamental analysis, historical data review, risk profiling, and asset allocation principles, operating on an hourly or engagement basis without managing client accounts or placing trades.

Cash flow / budgeting General retirement planning College savings (529s, UTMA, etc.) Debt management
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Bryce S

CFP®, Series 65

Francestown, NH

Tableaux Wealth

Bryce Schuler is a CFP® with five years of industry experience, currently serving as a financial advisor at Tableaux Wealth. His prior roles include positions at Baldwin & Clarke Advisory Services LLC, New England Private Wealth Advisors LLC, and American Investment Services, Inc. He is also a Treasurer and Board Member of the Francestown Village Water Company, a nonprofit organization providing water services in Francestown, NH. Tableaux Wealth is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and trustee/executor services, managing approximately $230 million with an investment approach that incorporates fundamental analysis, modern portfolio theory, and both traditional and derivative instruments.

Active portfolio management Options & derivatives strategies Wealth management Retirement income strategy
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Mark G

Series 63, Series 66

Warner, NH

Empirical Asset Management, LLC

Mark Govoni is a financial advisor at Empirical Asset Management, LLC with 21 years of industry experience. He previously worked for Boston Asset Management Inc for 15 years before joining Empirical in 2024. Outside of his advisory role, he operates a nursery business in Warner, New Hampshire. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using a proprietary methodology and manages multiple model strategies with a focus on low-cost ETFs, mutual funds, and select individual securities.

Passive / index investing Active portfolio management ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Deborah R

Series 66

Bradford, NH

Arax Advisory Partners

Deborah Ray is a Series 66-licensed financial advisor at Arax Advisory Partners with 15 years of industry experience. She previously worked at Merrill Lynch for 18 years and has held roles at Triad Advisors, Pinnacle Private Wealth, and U.S. Capital Wealth Advisors. She assists other registered representatives at Triad Advisors with sales of financial products during trading hours. Arax Advisory Partners is a multi-team wealth manager overseeing roughly $26.5 billion in regulatory assets and serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is noted for its use of performance-based fee arrangements and its broader institutional footprint through affiliated firms and international operations.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Robin M

CFP®, Series 63, Series 65

Weare, NH

First Heartland Consultants, Inc.

Robin Morrell is a CFP® with 35 years of industry experience, currently serving at First Heartland Consultants, Inc. He has previously worked at Ameriprise Financial Services Inc, Flatiron Financial Group, and LPL Financial, LLC. Outside of his advisory role, Morrell teaches water aerobics at the Granite YMCA in Manchester, NH. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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