JM
Jacob T. Moody
MERRIGOLD FINANCIALS
TROUTDALE, VA
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CRD#: 8012906
JM
Professional summary
Jacob Tyler Moody is a registered financial advisor currently at MERRIGOLD FINANCIALS located in Troutdale, Virginia.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jacob has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Jacob Tyler Moody is Senior Financial Analyst, FP&A at EAB. Approximately forty hours a week are spent on this other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Tyler Moody'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®
NoneExperience
Current
January 2, 2025 - Present
MERRIGOLD FINANCIALS
RIA
CRD#: 333943
TROUTDALE, VA
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
North Carolina(1/6/2025)
IAR
Virginia(1/2/2025)
Current Firm
MF
MERRIGOLD FINANCIALS
MERRIGOLD ADVISORY | MERRIGOLD FINANCIALS, LLC | MERRIGOLD FINANCIALS
CRD#: 333943 / SEC#:
North Carolina
Registered Investment Advisory firm - (1/6/2025 Approved)Virginia
Registered Investment Advisory firm - (1/2/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Troutdale, VA
Mailing Address
Phone number
(704) 450-3298
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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