Jason B. Moore

ATEGENOS CAPITAL

BERWYN, PA 19312

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CRD#: 2636421

Professional summary

Jason Bradford Moore, who also goes by Jason Moore, is a registered financial advisor currently at ATEGENOS CAPITAL, LLC located in Berwyn, Pennsylvania.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jason has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason 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.

Focus Orion Solutions, LLC; not investment related; 50 California Street, Suite 2950, San Francisco, CA 94111; The purpose of the Company is to: (a) provide a software solution that enables FCS to provide access to certain credit/lending, cash management, and related services offered by qualified financial institution partners (the "FCS Program") to the clients of certain registered investment advisory firms on Orion's technology platform (each, an "Orion RIA" and collectively, the "Orion RIAs") who may be seeking such services (the "Business"); and (b) conduct such other lawful activities in connection therewith or as may be incidental to or in furtherance of the foregoing and to engage in any other lawful act or activity for which limited liability companies may be formed under the Act.; Board Member; started 1/26/2021; Approx 1hr per month during trading hrs; Vote for all matters submitted to the board for approval

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Bradford Moore's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 25, 2023 - Present

ATEGENOS CAPITAL, LLC

Office #1: 1000 Chesterbrook Boulevard Suite 102, Berwyn, PA 19312

RIA

CRD#: 326708

BERWYN, PA

Past

January 12, 2022 - May 9, 2022

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 125446

Berwyn, PA

Past

October 19, 2020 - December 31, 2021

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 107975

BERWYN, PA

Past

June 22, 2016 - October 16, 2020

BRINKER CAPITAL INC

RIA

CRD#: 111743

BERWYN, PA

Past

June 20, 2016 - May 9, 2022

BRINKER CAPITAL SECURITIES, LLC

CRD#: 38123

BERWYN, PA

Past

May 13, 2011 - June 30, 2016

MORGAN STANLEY

RIA

CRD#: 149777

WILMMINGTON, DE

Past

May 13, 2011 - June 30, 2016

MORGAN STANLEY

CRD#: 149777

PURCHASE, NY

Past

June 1, 2009 - October 21, 2010

MORGAN STANLEY

RIA

CRD#: 149777

PURCHASE, NY

Past

June 1, 2009 - October 21, 2010

MORGAN STANLEY

CRD#: 149777

PURCHASE, NY

Past

April 27, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

WILMINGTON, DE

Past

June 25, 2002 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ATEGENOS CAPITAL, LLC

CRD#: 326708 / SEC#: 801-128024

RIA

Registered Investment Advisory firm - (5/22/2023 Approved)

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

Pennsylvania
(9/25/2023)

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

State Security Law Exam

IAR

Series 66

Date: 10/3/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/24/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/27/2011

General Securities Principal Examination

Current Firm

ATEGENOS CAPITAL, LLC

CRD#: 326708 / SEC#: 801-128024

RIA

Registered Investment Advisory firm - (5/22/2023 Approved)

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Contact information

Main Address

1000 Chesterbrook Boulevard Suite 102, Berwyn, PA 19312

Mailing Address

Phone number

+1 (800) 461-3205

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ATEGENOS BROCHURE, SEPTEMBER 2025 (9/3/2025)

ATEGENOS BROCHURE - WRAP PROGRAM, SEPTEMBER 2025 (9/3/2025)

Regulatory assets under management

Total Number of Accounts	1,758
AUM (Assets Under Management)	$ 466,434,579

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.

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Advisor Monitoring

Firm Stability Insights

Jason B. Moore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Bradford Moore's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORION PORTFOLIO SOLUTIONS, LLC

ORION PORTFOLIO SOLUTIONS, LLC

BRINKER CAPITAL INC

BRINKER CAPITAL SECURITIES, LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

ATEGENOS CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/3/2002

SIE

Date: 10/1/2018

Series 7

Date: 6/24/2002

Series 24

Date: 12/27/2011

Current Firm

ATEGENOS CAPITAL, LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATEGENOS CAPITAL, LLC

TRUST BUT VERIFY

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