AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
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.

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.
The advisor shows no other business activity.

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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

TRUST BUT VERIFY

Monitor Jayden Moore

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

JS
John SandersAdvisorCheck Check Mark
PORTUS WEALTH ADVISORS, LLC
IAR
CHARLOTTE, NC
KR
Kyle RumseyAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
PR
NEW YORK, NY
ML
Miladin LacarakAdvisorCheck Check Mark
CHIMERA SECURITIES, LLC
PR
NEW YORK, NY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.