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Jayden Kyle Moore

CFP®
ROCKWAY WEALTH PARTNERS
WATERLOO, IA
·CRD# 7065468·7 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jayden Clark

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial Planner

Years of Experience

7 years in the financial services industry

Current & Past Employments

ROCKWAY WEALTH PARTNERS·CRD# 315419
RIA
3839 Ansborough Ave, Waterloo, IA 50701
May 1, 2025 - Present
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
BD
Waterloo, IA
August 6, 2020 - April 30, 2025
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
West Des Moines, IA
May 13, 2019 - February 4, 2020

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Current Firm

RW
ROCKWAY WEALTH PARTNERS

ROCKWAY WEALTH PARTNERS

CRD#: 315419
Iowa
Registered Investment Advisory firm - Iowa (6/29/2021 Approved)
Missouri
Registered Investment Advisory firm - Missouri (11/10/2021 Approved)

Contact Information

Main Address

15214 Ridgemont Drive, Urbandale, IA 50323

Phone Number

(515) 414-7373

# of Employees

6

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

107

AUM (Assets Under Management)

$26,573,000

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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

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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.
IAR
Iowa
(5/1/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2019About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed May 2019About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Feb 2019About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jayden Kyle Moore's CRS (Customer Relationship Summary).

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