Jeffrey A. Moss

MOSS & COMPANY, P.A.

Maitland, FL 32751

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CRD#: 2962688

Professional summary

Jeffrey Arnold Moss, who also goes by Jeff Moss, Jeffrey Moss, is a registered financial advisor currently at MOSS & COMPANY, P.A. located in Maitland, Florida.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Moss | Jeffrey Moss

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.

Mr. Moss also provides tax and accounting services to a limited number of clients within the same entity at the same address. He devotes approximately 5 hours a week to these activities. In addition, Mr. Moss has served as Registered Agent for Shelton Pro Service, Inc. since 1996 at the same location. He receives no compensation and devotes approximately 15 minutes a year to this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Arnold Moss'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®

None

Experience

Current

October 23, 1997 - Present

MOSS & COMPANY, P.A.

Office #1: 150 Spartan Drive Suite 120, Maitland, FL 32751

RIA

CRD#: 142028

Maitland, FL

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
(10/23/1997)

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 65

Date: 10/13/1997

Uniform Investment Adviser Law Examination

Current Firm

MOSS & COMPANY, P.A.

CRD#: 142028 / SEC#:

Florida

Registered Investment Advisory firm - (10/23/1997 Approved)

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Contact information

Main Address

150 Spartan Drive Suite 120, Maitland, FL 32751

Mailing Address

Phone number

(407) 478-6400

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	105
AUM (Assets Under Management)	$ 66,762,198

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.

Contact information

xxxxx@xxxx.xxx

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Jeffrey A. Moss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Arnold Moss's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOSS & COMPANY, P.A.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/13/1997

Current Firm

MOSS & COMPANY, P.A.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MOSS & COMPANY, P.A.

TRUST BUT VERIFY

Contact information

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