Jason Moore, Crps®

Jason Moore, Crps® Email and Phone Number

Private Wealth Advisor at Hicks Capital Management @ Hicks Capital Management
Jason Moore, Crps®'s Location
Columbus, Ohio, United States, United States
Jason Moore, Crps®'s Contact Details

Jason Moore, Crps® work email

Jason Moore, Crps® personal email

n/a
About Jason Moore, Crps®

“Take care of your clients and everything else will take care of itself.” Jason received that advice more than 25 years ago from a mentor when he began his career in the investment management industry and he still follows it today.With his BA in Business Administration from Mt. Vernon Nazarene University in 1994, Jason joined Smith Barney in Columbus, Ohio and spent 17 years as a Private Client Advisor. After the credit crisis in ’08, Jason could see that the major firms were moving from a client-first focus and shifting to a shareholder-first environment. He knew it was time to make the jump to independence. In 2013, Jason joined former colleague T.D. Hicks at the registered investment advisory firm that he founded two years earlier.Perspective on your work: I have always been driven to help people. It is just refreshing to be on the same side as the client at all times and advising them on how to reach their financial goals. I wake up every day thankful for the opportunity to advise such great people..Favorite quote: “Get busy living or get busy dying.” - Shawshank Redemption movieLearn more at https://hicks-capital.com/about-us/our-team

Jason Moore, Crps®'s Current Company Details
Hicks Capital Management

Hicks Capital Management

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Private Wealth Advisor at Hicks Capital Management
Jason Moore, Crps® Work Experience Details
  • Hicks Capital Management
    Private Wealth Advisor
    Hicks Capital Management Jun 2013 - Present
    Columbus, Ohio, Us
    You’ve worked hard to achieve success and accumulate your wealth. Sure, you could manage it on your own and deal with the daily details… but is that really how you want to spend your time? Is that the highest point of contribution to your life? Your family? Your community?Like many of our clients, you might appreciate having a professional, trusted team to navigate the complexities, leaving you relaxed and feeling confident in your financial life – now and into the future. Hicks Capital Management is a firm with deep Midwestern roots that specializes in working with business owners, professionals, and retirees.Hicks Capital Management, LLC is a privately-owned and independently operated SEC Registered Investment Advisor - providing financial advisory and investment management with offices in Ohio and Southwest Florida (in fact many of our Florida clients are snowbirds from Ohio!). We are not about products; rather, we are all about a process that analyzes, organizes and simplifies your life so that you are free to focus on the things that matter most in your life.Whether you’re a successful business owner, corporate executive or busy professional - still working or already retired - we can help you maximize your wealth and charitable contributions personally and professionally. And in everything we do, our Midwest values shine through.Learn more at http://www.hicks-capital.com
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Aug 1996 - May 2013
    New York, Ny, Us

Jason Moore, Crps® Education Details

  • Mount Vernon Nazarene University
    Mount Vernon Nazarene University
    Business Administration

Frequently Asked Questions about Jason Moore, Crps®

What company does Jason Moore, Crps® work for?

Jason Moore, Crps® works for Hicks Capital Management

What is Jason Moore, Crps®'s role at the current company?

Jason Moore, Crps®'s current role is Private Wealth Advisor at Hicks Capital Management.

What is Jason Moore, Crps®'s email address?

Jason Moore, Crps®'s email address is jm****@****tal.com

What schools did Jason Moore, Crps® attend?

Jason Moore, Crps® attended Mount Vernon Nazarene University.

What are some of Jason Moore, Crps®'s interests?

Jason Moore, Crps® has interest in Environment.

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