user avatar

Jordan Brooks Moore

Advisor at LPL Financial — Genoa, OH 626 Main St

Updated today

Credentials

ChFC®, Series 66

Experience

9 years

Location

Genoa, OH 43430

LPL Financial logo

LPL Financial

Institution

Total advisors

25,460

Across 11,249 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Jordan Moore is a financial advisor at LPL Financial with nine years of industry experience. He holds the ChFC® and Series 66 designations and has been with LPL Financial since 2017. Outside of his advisory role, Moore serves as an elected trustee for Carroll Township. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Genoa, OH 626 Main St

626 Main St

Genoa OH 43430

Advisors at this office

2

Most active in

Ohio

Work history

9 years of industry experience

LPL Financial, LLC

2017 - Present • 9 years

Oregon, OH

Genoa Financial, LLC

2017 - Present • 9 years

Oregon, OH

Genoa Financial, LLC

2016 - 2017 • 1 year

Oregon, OH

Disclosures

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

Business activities & affiliations

user avatar

Andreas J

Series 65

Perrysburg, OH

Juarez, Andreas

Andreas Juarez is a financial advisor at Juarez, Andreas with one year of industry experience. He holds a Series 65 designation and has prior work history including roles at JDA TSG, Amazon LLC, Stellantis, Ohio State University, and Lowe's. Outside of advising, he owns and operates a tax preparation business serving individual clients. His firm, Midwest Guidance LLC, is a state-registered investment adviser that serves individual and high-net-worth clients with a value-oriented investment approach. The firm manages accounts on a discretionary basis and emphasizes fundamental analysis while maintaining conflict controls and client-focused policies.

Active portfolio management
user avatar

Ken R

Series 63, Series 65

Toledo, OH

Reinhart Asset Management LLC

Ken Reinhart is the sole advisor at Reinhart Asset Management LLC in Toledo, OH, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has managed his independent advisory firm since 2004 and has worked at Kohl's Corporation in logistics since 2016. Reinhart Asset Management provides discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm’s offerings include the SPECTRUM program, featuring three portfolio series that utilize ETFs, mutual funds, stocks, bonds, and cash equivalents, with investment decisions based on a Hybrid Analytical Process combining multiple analytic methods and incorporating tactical strategies.

Active portfolio management
user avatar

Abbey C

CFP®, Series 65, Series 63

Toledo, OH

Shoreglass Financial Studio

Abbey Ciancutti is a CFP®-credentialed financial advisor with five years of industry experience. She is the sole advisor at Shoreglass Financial Studio, an independent firm she joined in 2026. Her prior experience includes roles at Bollin Wealth Management, DeVerna & Co Financial, Ameritas Advisory Services, and Creative Financial Partners. Shoreglass Financial Studio is a fee-only registered investment adviser serving individuals and high-net-worth clients with investment management, comprehensive financial planning, and project-based planning engagements. The firm’s approach integrates portfolio management with each client’s broader financial plan, emphasizing long-term allocation, tax-aware decisions, and periodic rebalancing without imposing a minimum account size.

General retirement planning General tax planning Cash flow / budgeting Wealth management
user avatar

Eliot P

Series 65

Fremont, OH

Parkmont Wealth Advisors LLC

Eliot Parker is a financial advisor at Parkmont Wealth Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Parkmont since 2017. Prior to that, he was with Horter Investment Management, LLC, and he also serves as president of Retirement Solutions Plus, a financial planning firm focused on marketing health fixed annuities to seniors. Parkmont Wealth Advisors provides ongoing portfolio management to individuals, high-net-worth clients, and charitable organizations, using a variety of analytical methods and employing both long-term and short-term trading strategies. The firm constructs portfolios from a broad range of investment vehicles and offers discretionary management tailored to client goals, tax considerations, and risk tolerance.

Passive / index investing Real estate investing
user avatar

Adam C

Series 63

Perrysburg, OH

Fourth Dimension Financial Group

Adam Cufr is a financial advisor with Fourth Dimension Financial Group in Perrysburg, OH, holding a Series 63 license and 18 years of industry experience. He is the sole owner of OrangeSuitsYou, Inc., a marketing services company focused on financial advisors, and has served as a musician with the Ohio Air National Guard's 555th Air Force Band. Fourth Dimension Financial Group provides investment supervisory services and financial planning to individual investors, including high-net-worth clients, as well as company 401(k) plans. The firm matches clients to third-party money managers based on personalized investment policy statements and offers periodic educational seminars and workshops.

College savings (529s, UTMA, etc.) Annuities
user avatar

Charles C

Series 65

Fremont, OH

Parkmont Wealth Advisors LLC

Charles Corthell is a financial advisor at Parkmont Wealth Advisors LLC with a Series 65 designation. He has experience working at Retirement Solutions Plus LLC, PNC Bank, TW3 Lawn & Snow, and Fremont Ross City Schools. Corthell has no prior industry experience as a financial advisor. Parkmont Wealth Advisors provides ongoing portfolio management to individuals, high-net-worth clients, and charitable organizations, using a variety of analytical methods and a mix of investment vehicles. The firm offers discretionary management with a focus on individualized Investment Policy Statements and utilizes Schwab Institutional for custody and trading services.

Passive / index investing Real estate investing
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)