Jonathan Moore has been an investment adviser representative at Financial Avenues since March 2026, and is not listed among the firm’s executive officers or direct owners. Jonathan Moore holds a Certified Financial Planning Certificate from Brigham Young University - Idaho.
Financial Avenues LLC is a firm with $148M under management, 97 clients and 4 advisers across 3 offices, as of its March 2026 filing.
Jonathan "Jonny" Moore is Financial Planning Associate of Financial Avenues, LLC. Jonathan started working at Financial Avenues in March 2026. As a Financial Planning Associate, he participates in client meetings, reviews client documents, inputs data into financial planning and investment software, analyzes tax and financial planning scenarios, and works on firm projects. He has previous experience as a Paraplanner and Financial Analyst.
- Financial AvenuesCurrent– present · under a yearNixa, MO · Adviser representative · Firm CRD 153458
Professional designations
Listed by Financial Avenues
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jonathan Moore is registered as an investment adviser representative in 2 states. Each was approved in March 2026.
- KansasSince 30 March 2026
- MissouriSince 30 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 February 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jonathan Alexander Moore
- CRD
- 7749873
- Firm
- Financial Avenues · CRD 153458
- Office
- Nixa, MO
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- myfinancialavenues.com
Where does Jonathan Moore work?
Jonathan Moore is an investment adviser representative registered through Financial Avenues LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Moore a financial advisor?
Yes. Jonathan Moore has a current investment-adviser registration in Kansas and Missouri, through Financial Avenues since March 2026.
How many years of experience does Jonathan Moore have?
Jonathan Moore has 0 years in the financial industry, since March 2026, across 1 adviser firm.
What exams has Jonathan Moore passed?
Jonathan Moore passed the Series 65 in February 2026.
Where is Jonathan Moore based?
Jonathan Moore’s registered office is in Nixa, MO.
Is Jonathan Moore registered with FINRA?
No. Jonathan Moore has no current broker registration.
Is Jonathan Moore a CFP?
Financial Avenues lists Jonathan Moore with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jonathan "Jonny" Moore biography, myfinancialavenues.com
How can I verify Jonathan Moore’s record?
Search CRD 7749873 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Moore’s full registration record.
