Jared Moss

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CRD#: 5129451

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.

Jared Moss, who also goes by Jared Brigham Moss, Jared Moss, was a registered financial professional .

Jared is a previously registered financial professional and started their career in finance in 2006. Jared had worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jared Brigham Moss | Jared 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.

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

February 8, 2024 - July 17, 2024

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

Logan, UT

Past

January 10, 2023 - July 3, 2023

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

Ogden, UT

Past

January 10, 2023 - July 3, 2023

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

Ogden, UT

Past

December 21, 2021 - May 31, 2022

EMPOWER ADVISORY GROUP, LLC

RIA

CRD#: 112058

Nibley, UT

Past

December 20, 2021 - May 31, 2022

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

October 30, 2020 - December 2, 2021

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

Past

November 9, 2018 - May 26, 2020

B.O.S.S. RETIREMENT ADVISORS, LLC

RIA

CRD#: 171143

Ogden, UT

Past

November 13, 2017 - November 23, 2018

KEY INVESTMENT SERVICES LLC

RIA

CRD#: 136300

CLEVELAND, OH

Past

November 10, 2017 - November 23, 2018

KEY INVESTMENT SERVICES LLC

CRD#: 136300

CLEVELAND, OH

Past

August 7, 2017 - October 27, 2017

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

ENGLEWOOD, CO

Past

July 21, 2017 - October 27, 2017

PRUCO SECURITIES, LLC.

CRD#: 5685

ENGLEWOOD, CO

Past

July 17, 2015 - April 11, 2017

NATIONWIDE SECURITIES, LLC

RIA

CRD#: 11173

COLUMBUS, OH

Past

June 4, 2015 - April 11, 2017

NATIONWIDE SECURITIES, LLC

CRD#: 11173

COLUMBUS, OH

Past

February 13, 2015 - April 13, 2015

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SALT LAKE CITY, UT

Past

December 18, 2013 - January 30, 2015

EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC.

RIA

CRD#: 5308

WEST DES MOINES, IA

Past

December 17, 2013 - January 30, 2015

FBL MARKETING SERVICES, LLC

CRD#: 5309

WEST DES MOINES, IA

Past

January 15, 2013 - December 2, 2013

MORGAN STANLEY

RIA

CRD#: 149777

SOUTH JORDAN, UT

Past

December 22, 2012 - December 2, 2013

MORGAN STANLEY

CRD#: 149777

SOUTH JORDAN, UT

Past

July 28, 2009 - December 7, 2012

P.J. ROBB VARIABLE, LLC

CRD#: 38339

SALT LAKE CITY, UT

Past

May 25, 2006 - September 6, 2007

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SALT LAKE CITY, UT

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".

COPPELL ADVISORY SOLUTIONS LLC

CRD#: 156549 / SEC#: 801-72171

RIA

Registered Investment Advisory firm - (2/28/2011 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 65

Date: 1/11/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/16/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/21/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/24/2006

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 8/24/2015

Investment Company Products/Variable Contracts Principal Examination

Current Firm

COPPELL ADVISORY SOLUTIONS LLC

CRD#: 156549 / SEC#: 801-72171

RIA

Registered Investment Advisory firm - (2/28/2011 Approved)

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Contact information

Main Address

9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019

Mailing Address

Phone number

(817) 888-8020

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FUSION FORM ADV PART 2A BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	9,334
AUM (Assets Under Management)	$ 1,077,958,560

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

Jared Moss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

EMPOWER ADVISORY GROUP, LLC

EMPOWER FINANCIAL SERVICES, INC.

STATE FARM VP MANAGEMENT CORP.

B.O.S.S. RETIREMENT ADVISORS, LLC

KEY INVESTMENT SERVICES LLC

KEY INVESTMENT SERVICES LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

NATIONWIDE SECURITIES, LLC

NATIONWIDE SECURITIES, LLC

FIDELITY BROKERAGE SERVICES LLC

EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC.

FBL MARKETING SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

P.J. ROBB VARIABLE, LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

COPPELL ADVISORY SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/11/2013

Series 63

Date: 6/16/2006

SIE

Date: 10/1/2018

Series 7

Date: 12/21/2012

Series 6

Date: 5/24/2006

Series 26

Date: 8/24/2015

Current Firm

COPPELL ADVISORY SOLUTIONS LLC

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COPPELL ADVISORY SOLUTIONS LLC

TRUST BUT VERIFY

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