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JM

James W. Moore

TIMUCUAN ASSET MANAGEMENT
Jacksonville, FL 32202
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CRD#: 5790877
JM

Professional summary


James William Moore JR. is a registered financial advisor currently at TIMUCUAN ASSET MANAGEMENT INC located in Jacksonville, Florida.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. James has worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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) - RIA


Click below to view James William Moore JR.'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

July 19, 2010 - Present

TIMUCUAN ASSET MANAGEMENT INC

Office #1: 200 West Forsyth Street Suite 1600, Jacksonville, FL 32202
RIA
CRD#: 105899
Jacksonville, FL

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".
TA
TIMUCUAN ASSET MANAGEMENT INC
TIMUCUAN ASSET MANAGEMENT INC

CRD#: 105899 / SEC#: 801-36461

RIA
Registered Investment Advisory firm - (3/1/1990 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
Florida
(7/19/2010)

Exams


Current Firm


TA
TIMUCUAN ASSET MANAGEMENT INC
TIMUCUAN ASSET MANAGEMENT INC

CRD#: 105899 / SEC#: 801-36461

RIA
Registered Investment Advisory firm - (3/1/1990 Approved)
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Contact information


Main Address
200 West Forsyth Street Suite 1600, Jacksonville, FL 32202
Mailing Address
Phone number
(904) 356-1739
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (15 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAM ADV PART 2A - 10.2025_FINAL (10/6/2025)

Regulatory assets under management


Total Number of Accounts625
AUM (Assets Under Management)$ 3,858,348,604

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/24/2024
Cover Page
01/08/2024
12/29/2022

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


TIMUCUAN ASSET MANAGEMENT INC

CRD#: 105899Jacksonville, FL 32202

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