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John M

CFP®, Series 66

Ellensburg, WA

D.A. Davidson & Co.

John Moore Jr. is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2022. Prior to this, he worked at U.S. Bancorp Investments, Inc. for 14 years. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a specialized Davidson Private Wealth program for clients with net worth over $20 million.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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