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Jonathan M
Series 65, Series 63
Winthrop, WA
American Independent Securities Group, LLC
Jonathan Moore is a financial advisor with American Independent Securities Group, LLC, holding Series 65 and Series 63 licenses and bringing three years of industry experience. He previously served as Senior Director of Strategic Programs at Tribalco, LLC for 18 years. Outside of advising, he volunteers with the Lost River Airport Association and Lost River Sewer Association and serves as Secretary/Treasurer for Mazama Community Church. American Independent Securities Group, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management through discretionary and non-discretionary arrangements and access to third-party managers and estate-planning services.
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