Albuquerque, NM Office
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John Moore & Associates Inc
Team
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About
John Moore & Associates is a registered investment adviser that provides financial planning and discretionary portfolio management to individuals, high‑net‑worth clients, foundations, and other institutions through separately managed accounts and program platforms. The firm delivers personalized asset management across equity, fixed‑income, income, alternatives, and balanced strategies tailored to client objectives and risk tolerances.
JMA combines proprietary quantitative equity models, multi‑blend asset allocation models, and a range of strategy portfolios — including concentrated dynamic equity, laddered managed bond portfolios with municipal customization, income-focused and alternatives models, and a crypto strategy allocating to ETFs, miners, and sector companies. It also offers Biblically Responsible Investing (BRI) when clients request values‑based screening, and its model-driven buy/sell disciplines can produce higher cash allocations or concentrated, uneven performance periods in certain strategies.
Distinctive features disclosed in the brochure include an outsourced Chief Investment Officer arrangement that provides research and portfolio guidance but is paid by the firm out of client advisory fees and involves a familial affiliation with an owner, a conflict the firm documents and monitors. The firm also discloses that cash and cash equivalents are generally included when calculating advisory fees, uses third‑party subadvisors for fixed‑income sourcing with embedded compensation arrangements, and previously participated in the SEC share‑class disclosure initiative to refund certain mutual fund fees to clients.
Based on John Moore & Associates Inc
Expertise
Based on John Moore & Associates Inc
Location
8220 San Pedro Dr NE, Suite 310
Albuquerque NM 87113
Advisors at this office
2
Advisors at this office
John O
CFP®, Series 63, Series 66
Albuquerque, NM
John Moore & Associates Inc
John Onesti is a Certified Financial Planner (CFP®) with 18 years of industry experience. He is currently with John Moore & Associates Inc, where he has worked since 2021. His prior experience includes roles at GWFS Equities, Fidelity Investments, The Mutual Fund Store, One STI Investment Advisors, and TD Ameritrade. John Moore & Associates Inc is a registered investment adviser that offers financial planning and discretionary portfolio management to individuals, high-net-worth clients, foundations, and other institutions. The firm employs proprietary quantitative equity models and a diverse range of strategy portfolios, including equity, fixed income, income, alternatives, and Biblically Responsible Investing, tailored to client objectives and risk tolerances.
Brian C
Series 66
Albuquerque, NM
John Moore & Associates Inc
Brian Cochran is a financial advisor with John Moore & Associates Inc in Albuquerque, NM, holding a Series 66 designation and having 20 years of industry experience. He has worked at John Moore & Associates and Raymond James Financial Services since 2013 and was previously with Thrivent Investment Management from 2006 to 2013. Outside of advising, he is a co-author with partner John Moore. John Moore & Associates is a registered investment adviser serving individuals, high-net-worth clients, foundations, and institutions with personalized financial planning and discretionary portfolio management. The firm utilizes quantitative equity models, multi-blend asset allocations, and strategy portfolios across various asset classes, including equity, fixed income, alternatives, and offers values-based screening options such as Biblically Responsible Investing.
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