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JM

Jerald E. Moore

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CRD#: 1775295
JM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jerald Edward Moore, who also goes by Moore, was a registered financial professional .

Jerald is a previously registered financial professional and started their career in finance in 1988. Jerald had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 30, Series 4 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Moore

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 1, 2006 - October 28, 2025

INTERACTIVE BROKERS LLC

BD
CRD#: 36418
CHICAGO, IL
Past

May 14, 2003 - March 31, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
ANNAPOLIS, MD
Past

May 12, 2003 - March 31, 2004

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

May 12, 2003 - March 31, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

April 25, 2000 - May 15, 2001

BROWNCO, LLC

BD
CRD#: 1326
BOSTON, MA
Past

September 18, 1996 - March 10, 2000

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

June 10, 1994 - October 5, 1994

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

March 26, 1990 - April 12, 1990

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

March 13, 1989 - May 4, 1989

TAMARON INVESTMENTS, INC.

BD
CRD#: 14929
Past

June 2, 1988 - November 21, 1988

POWER SECURITIES CORPORATION

BD
CRD#: 15527
Past

February 1, 1988 - June 8, 1988

ALLIED CAPITAL GROUP, INC.

BD
CRD#: 13146

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/5/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 30
Date: 7/30/2010
NFA Branch Manager Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 9/12/1997
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


IB
INTERACTIVE BROKERS LLC
INTERACTIVE BROKERS LLC

CRD#: 36418 / SEC#: , 8-47257

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
Pickwick Plaza, Greenwich, CT 06830
Mailing Address
One Pickwick Plaza, Greenwich, CT 06830
Phone number
(203) 618-5710
Established
Connecticut since 03/09/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
IBG LLCMANAGING MEMBER
BRODY, PAUL JONATHANSECRETARY, PRINCIPAL OPERATIONS OFFICER1722066
CHAIT, JONATHANEXECUTIVE VICE PRESIDENT, COO4582696
FRIEDLAND, DAVID ERICMANAGING DIRECTOR-ASIAN OPERATIONS2715164
GALIK, MILANCHIEF EXECUTIVE OFFICER2204066
GELMAN, JONATHAN MICHAELCHIEF COMPLIANCE OFFICER5440103
MANDELBAUM, ELAINEGENERAL COUNSEL2957713
MENICUCCI, JAMESPRINCIPAL FINANCIAL OFFICER6590173
SANDERS, STEVEN JAYSENIOR VICE PRESIDENT, MARKETING AND PRODUCT DEVELOPMENT2812548
SHAO-CHEN, KENGNINGTREASURER5910386

Disclosures


Regulatory Event93
Arbitration26

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INTERACTIVE BROKERS LLC

CRD#: 36418

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