Jennifer I. Moore

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CRD#: 4163919

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.

Jennifer Ingram Moore, who also goes by Jennifer D Ingram, Jennifer I Moore, was a registered financial professional .

Jennifer is a previously registered financial professional and started their career in finance in 2002. Jennifer had worked at 3 firms and has passed the Series 66, Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jennifer D Ingram | Jennifer I 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

December 3, 2012 - March 22, 2013

KANAWHA CAPITAL MANAGEMENT, LLC

RIA

CRD#: 118458

RICHMOND, VA

Past

September 21, 2006 - November 12, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

RICHMOND, VA

Past

December 8, 2005 - November 12, 2012

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

RICHMOND, VA

Past

July 25, 2002 - December 5, 2005

CHARLES SCHWAB & CO., INC.

CRD#: 5393

SAN FRANCISCO, CA

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".

KANAWHA CAPITAL MANAGEMENT, LLC

KANAWHA CAPITAL MANAGEMENT | WEALTHTRUST - KANAWHACAPITAL | WEALTHTRUST - KANAWHA CAPITAL | KANAWHA CAPITAL MANAGMENT, LLC | KANAWHA CAPITAL MANAGEMENT, LLC

CRD#: 118458 / SEC#: 801-60800

RIA

Registered Investment Advisory firm - (11/15/2001 Approved)

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.

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: 9/18/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/17/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 5/13/2011

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/24/2002

General Securities Representative Examination

Current Firm

KANAWHA CAPITAL MANAGEMENT, LLC

KANAWHA CAPITAL MANAGEMENT | WEALTHTRUST - KANAWHACAPITAL | WEALTHTRUST - KANAWHA CAPITAL | KANAWHA CAPITAL MANAGMENT, LLC | KANAWHA CAPITAL MANAGEMENT, LLC

CRD#: 118458 / SEC#: 801-60800

RIA

Registered Investment Advisory firm - (11/15/2001 Approved)

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Contact information

Main Address

7201 Glen Forest Drive Suite 200, Richmond, VA 23226-3759

Mailing Address

Phone number

(804) 359-3900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KCM ADV 2A&B (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,378
AUM (Assets Under Management)	$ 1,641,779,758

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/22/2025	Cover Page	Report
10/28/2024	Cover Page	Report
07/28/2023	Cover Page	Report

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

Jennifer I. Moore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

KANAWHA CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/18/2006

Series 63

Date: 9/17/2002

Series 31

Date: 5/13/2011

Series 7

Date: 7/24/2002

Current Firm

KANAWHA CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KANAWHA CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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