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

Jayson Moss

EVOLVE WEALTH ADVISORS LP
SCOTTSDALE, AZ
·CRD# 7419669·5 years experience

Professional Summary

Jayson Moss, who also goes by Jayson Nmn Moss, is a registered financial advisor currently at EVOLVE WEALTH ADVISORS LP located in Scottsdale, Arizona. Jayson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jayson has worked at 1 firm.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jayson Nmn Moss

Blog Corner

More Resources

Similar Advisors

Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
View profile
Timothy Christopher Hughes
Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
Timothy Christopher Hughes
Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#

Contact Information

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

Similar Advisors

Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
Timothy Christopher Hughes
Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#

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.

Similar Advisors

Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
Timothy Christopher Hughes
Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#

Years of Experience

5 years in the financial services industry

Current & Past Employments

Current

EVOLVE WEALTH ADVISORS LPCurrent·CRD# 316038
RIA
7702 E Doubletree Ranch Road Suite 300, Scottsdale, AZ 85258
November 3, 2021 - Present

Similar Advisors

Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
Timothy Christopher Hughes
Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#

Current Firm

EW
EVOLVE WEALTH ADVISORS LP

EVOLVE WEALTH ADVISORS LP

CRD#: 316038 / SEC#: 801-122190
RIA
Registered Investment Advisory firm - SEC (8/5/2022 Terminated)
Arizona
Registered Investment Advisory firm - Arizona (4/21/2022 Approved)
California
Registered Investment Advisory firm - California (7/5/2022 Approved)
Idaho
Registered Investment Advisory firm - Idaho (6/11/2025 Approved)
Illinois
Registered Investment Advisory firm - Illinois (6/3/2022 Approved)
Oregon
Registered Investment Advisory firm - Oregon (11/19/2022 Approved)
Texas
Registered Investment Advisory firm - Texas (1/11/2022 Conditional Restricted)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

7702 E Doubletree Ranch Road Suite 300, Scottsdale, AZ 85258

Phone Number

(602) 805-5683

# of Employees

3

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

170

AUM (Assets Under Management)

$58,402,085

Similar Advisors

Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
Timothy Christopher Hughes
Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Jayson Moss is the owner of Moss Capital Corporation, which provides corporate consulting services to third parties, including work related to investor relations, corporate restructurings, capital markets advisory, and operational advisory. These activities are conducted outside of his role with Evolve Wealth Advisors, LP ("EWA"). Mr. Moss also serves as a Board Member of Chestnut Creek Capital Corp., an agricultural services company, based in Alberta, Canada. Jayson Moss provides corporate consulting services to third parties, including work related to investor relations, corporate restructurings, capital markets advisory, and operational advisory. These activities are conducted outside of his role with Evolve Wealth Advisors, LP ("EWA"). Jayson Moss is the owner of Moss Capital Corporation (Canada), which provides corporate consulting services to third parties, including work related to investor relations, corporate restructurings, capital markets advisory, and operational advisory. These activities are conducted outside of his role with Evolve Wealth Advisors, LP ("EWA").

Similar Advisors

Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
Timothy Christopher Hughes
Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#

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
Arizona
(11/3/2021)
IAR
California
(5/26/2022)
IAR
Idaho
(6/11/2025)

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.

Similar Advisors

Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
Timothy Christopher Hughes
Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Jayson Moss's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
Timothy Christopher Hughes
Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#