Robert Moise has been Managing Member, Chief Compliance Officer of Jackson Financial Services since July 2004, is a control person of the firm and directly owns 75% or more of it.
Jackson Financial Services, LLC is a MT. Pleasant, SC firm with $498M under management, 557 clients and 3 advisers in one office, as of its March 2026 filing.
Mason Moise is Owner of Jackson Financial Services, based in Charleston, South Carolina. He has been president of the firm since July 2004 and is managing editor of the Jackson Letter. From January 1999 to July 2004, he was a Manager of Financial Services for Prudential Financial; before that, he was a financial planner for American Express Financial Advisors and a Project Manager for Carolina Engineering.
Robert Moise’s longest registration is the current one, 22 years at Jackson Financial Services since 2004. Before joining Jackson Financial Services in 2004, Robert Moise was registered through Prudential Financial Planning Services.
- – present · 22 yearsMT. Pleasant, SC · Adviser representative · Firm CRD 132252
- Prudential Financial Planning Services– · 2 yearsMT Pleasant, SC · Adviser representative · Firm CRD 5685
Designations and memberships
Listed by Jackson Financial Services
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Estate Planner (AEP)
- Chartered Mutual Fund Counselor (CMFC)
- Life Underwriter Training Council Fellow (LUTCF)
- Accredited Wealth Management Advisor (AWMA)
Investment adviser representative registrations
Robert Moise is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from July 2004; the most recent is Louisiana, in July 2010.
- LouisianaSince 22 July 2010
- South CarolinaSince 30 July 2004
- TexasResidentSince 30 July 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 March 1999 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 3 March 1999 |
| Series 7 | General Securities Representative Examination | 13 June 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 June 1995 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Robert Mason Nettles Moise
- CRD
- 2611317
- Firm
- Jackson Financial Services · CRD 132252
- Role
- Managing Member, Chief Compliance Officer
- Office
- 1311 CHUCK DAWLEY BLVD., SUITE 103, MT. Pleasant, SC 29464
- Registration
- Investment adviser registration
- In the industry since
- August 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jacksonfinancial.org
Where does Robert Moise work?
Robert Moise has been Managing Member, Chief Compliance Officer of Jackson Financial Services, LLC since July 2004, and is a control person of the firm.
Is Robert Moise a financial advisor?
Yes. Robert Moise has a current investment-adviser registration in Louisiana, South Carolina and Texas, through Jackson Financial Services since July 2004.
How many years of experience does Robert Moise have?
Robert Moise has 25 years in the financial industry, since August 2001, across 2 adviser firms.
What exams has Robert Moise passed?
Robert Moise has passed 4 licensing exams: the Series 63, Series 7, Series 26 and Series 65. The earliest, the Series 63, was passed in June 1995.
Where did Robert Moise work before Jackson Financial Services?
Before Jackson Financial Services, Robert Moise was registered through Prudential Financial Planning Services, August 2001 to July 2004.
Where is Robert Moise based?
Robert Moise’s registered office is in MT. Pleasant, SC.
Is Robert Moise registered with FINRA?
No. Robert Moise has no current broker registration.
Is Robert Moise a CFP?
Jackson Financial Services lists Robert Moise with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Robert Moise’s record?
Search CRD 2611317 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Moise’s full registration record.