Jeffrey A. Moheban

AVALON WEALTH ADVISORY

INDIANAPOLIS, IN 46256

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CRD#: 1518799

Professional summary

Jeffrey Alan Moheban, CFP® is a registered financial advisor currently at AVALON WEALTH ADVISORY, INC. located in Indianapolis, Indiana.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Alan Moheban's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

July 13, 1999 - Present

AVALON WEALTH ADVISORY, INC.

Office #1: 9775 Crosspoint Boulevard Suite 110, Indianapolis, IN 46256

RIA

CRD#: 114311

INDIANAPOLIS, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/12/2022)

IAR

Illinois
(6/21/2022)

IAR

Indiana
(7/13/1999)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

AVALON WEALTH ADVISORY, INC.

CRD#: 114311 / SEC#:

Florida

Registered Investment Advisory firm - (7/12/2022 Approved)

Illinois

Registered Investment Advisory firm - (6/21/2022 Approved)

Indiana

Registered Investment Advisory firm - (7/13/1999 Approved)

Ohio

Registered Investment Advisory firm - (10/29/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

9775 Crosspoint Blvd. Suite 110, Indianapolis, IN 46256

Mailing Address

Phone number

(317) 814-4790

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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