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JM

Jayden K. Moore

ROCKWAY WEALTH PARTNERS
Waterloo, IA 50701
Some features on this profile are disabled
CRD#: 7065468
JM

Professional summary

Jayden Kyle Moore, CFP®, who also goes by Jayden Clark, is a registered financial advisor currently at ROCKWAY WEALTH PARTNERS located in Waterloo, Iowa.

Jayden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jayden has worked at 3 firms and has passed the Series 63, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jayden Clark

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.
1. PRESIDENT, CEDAR VALLEY YOUNG PROFESSIONALS, 141 PROSPECT BLVD, WATERLOO, , IOWA, 50701, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 05/19/2023, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, I AM THE PRESIDENT, DELEGATE RESPONSIBILITIES AND MAKE DECISIONS ON BEHALF OF THE ORGANIZATION, CONTACT OTHER ORGANIZATIONS FOR SPONSORSHIP/PARTNERSHIP

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jayden Kyle Moore'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®
CFP®

Certified Financial Planner

Experience

Current

May 1, 2025 - Present

ROCKWAY WEALTH PARTNERS

Office #1: 3839 Ansborough Ave, Waterloo, IA 50701
RIA
CRD#: 315419
Waterloo, IA
Past

August 6, 2020 - April 30, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
WATERLOO, IA
Past

May 13, 2019 - February 4, 2020

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
WEST DES MOINES, IA

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
Iowa
(5/1/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 5/13/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 5/13/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/23/2019
Securities Industry Essentials Examination

Current Firm

RW
ROCKWAY WEALTH PARTNERS
ROCKWAY WEALTH PARTNERS

CRD#: 315419 / SEC#:

Iowa
Registered Investment Advisory firm - (6/29/2021 Approved)
Missouri
Registered Investment Advisory firm - (11/10/2021 Approved)
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Contact information

Main Address
15214 Ridgemont Drive, Urbandale, IA 50323
Mailing Address
Phone number
(515) 414-7373
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts90
AUM (Assets Under Management)$ 25,127,300

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

ROCKWAY WEALTH PARTNERS

CRD#: 315419Waterloo, IA 50701

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