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Jason M
CFP®, Series 63
Charlotte, NC
Moore Investment Partners, LLC
Jason Moore is a CFP® with 19 years of experience in the financial industry. He is the principal advisor at Moore Investment Partners, LLC, an independent firm he founded in 2022. Prior to that, he worked at E*Trade for nine years. Moore Investment Partners provides portfolio management services primarily to individual and high-net-worth clients, creating individualized Investment Policy Statements and offering both discretionary and non-discretionary management. The firm’s approach is based on Modern Portfolio Theory and a long-term investment horizon, with a focus on asset allocation, risk tolerance, and regular portfolio reviews.
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