Christian J. Moon
Professional summary
Christian Jared Moon, CFA, CFP®, who also goes by Christian J Moon, is a registered financial advisor currently at SNAKE RIVER INVESTMENT COUNSEL LLC located in Idaho Falls, Idaho.
Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Christian has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christian Jared Moon's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
May 5, 2021 - Present
SNAKE RIVER INVESTMENT COUNSEL LLC
Office #1: 325 S Woodruff Ave #200, Idaho Falls, ID 83401October 1, 2019 - March 23, 2021
ONYX FINANCIAL ADVISORS, LLC
January 9, 2018 - December 9, 2019
WEALTH ELEVATED, LLC
July 17, 2017 - November 10, 2017
SANCTUARY WEALTH MANAGEMENT, LLC
July 14, 2017 - October 31, 2017
KALOS CAPITAL, INC.
December 19, 2016 - May 23, 2017
MRA ASSOCIATES
March 17, 2014 - September 8, 2015
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/23/2022)
(5/24/2022)
(5/27/2022)
(5/5/2021)
(5/5/2021)
(3/10/2023)
Exams
Current Firm
SNAKE RIVER INVESTMENT COUNSEL LLC
CRD#: 314200 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 449 |
| AUM (Assets Under Management) | $ 49,380,226 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/26/2024 | ||
| 01/26/2024 |
Red Flags
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