Jason E Moore CFP®, AIF®

Jason Moore is a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional with Raymond James. While focusing his business on his clients’ individual financial objectives, Jason believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that sets Jason apart. Jason is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. Jason works hard to enhance and preserve your investments, while assisting you in realizing your goals through long-term financial solutions using portfolio management, retirement planning (including IRAs, 401(k)s), estate planning, 529 education savings plans, and more. Prior to beginning his career in financial services in 2008, he received his undergraduate degree in finance from the University of Toledo. He is a member of Dor-wood Optimist. When not working, Jason enjoys CrossFit, golf, and hiking with his family. Jason and his wife, Jaimee live in Springboro OH and have three children, Ethan, Carter, and Noah. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

Jason was ranked in the 2019 Forbes, Next-Gen Best-In-State Wealth Advisor and in the 2018 Forbes,Top Next-Gen Wealth Advisor.

“PEOPLE DON’T CARE HOW MUCH YOU KNOW UNTIL THEY KNOW HOW MUCH YOU CARE.”

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InvestmentNews is the leading source for news, analysis, and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers.**

About the Ranking: Forbes decided to study the future of the business—the Next Generation of Top Wealth Advisors. So, when creating the ranking, they decided on this approach: create a “present-value” of a future Top Advisor ranking (going out to, say, 2030). Forbes created a ranking of next-generation advisors. In building this research product, based on opinions and theoretical models, Forbes offers us a glimpse into the future.

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*Data provided by SHOOKTM Research, LLC Data as of 3/31/2018. SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’; experience. Out of 5,832 advisors considered, 1000 made the final list in 2018. For more information see www.SHOOKresearch.com. ¹Minimum account sizes are general since it can vary depending on a range of circumstances. ²Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors. ³Minimum account sizes are general since it can vary depending on a range of circumstances.
*Each year Investment News recognizes 40 industry professionals under the age of 40 based on factors including accomplishment to date, contribution to the industry, leadership and promise. Approximately 1000 nominees were considered and 40 were chosen to receive the award. The nominations are read and vetted by an internal group of editors and reporters at InvestmentNews. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. InvestmentNews is not affiliated with Raymond James.Raymond James Financial Services does not accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternate method. Transactional details do not supersede normal trade confirmations or statements. E-mail sent through the Internet is not secure or confidential. Raymond James Financial Services reserves the right to monitor all e-mail. Any information provided in this e-mail has been prepared from sources believed to be reliable, but is not guaranteed by Raymond James Financial Services and is not a complete summary or statement of all available data necessary for making an investment decision. Any information provided is for informational purposes only and does not constitute a recommendation. Raymond James Financial Services and its employees may own options, rights or warrants to purchase any of the securities mentioned in e-mail. This e-mail is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this message in error, please contact the sender immediately and delete the material from your computer. If you would like to execute a trade or if you have time-sensitive information for me, please call my office at 937-293-1040 or 800-531-1040. Raymond James does not offer tax advice. All tax advice contained herein is offered solely by Riegel Financial CPAs, Inc.

 

**Each year Investment News recognizes 40 industry professionals under the age of 40 based on factors including accomplishment to date, contribution to the industry, leadership and promise. Approximately 1000 nominees were considered and 40 were chosen to receive the award. The nominations are read and vetted by an internal group of editors and reporters at InvestmentNews. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. InvestmentNews is not affiliated with Raymond James.

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Dear Client,

We have all been affected by the spread of the COVID-19 virus. In order to keep our staff and clients safe, beginning at 5PM on March 23rd our office will be closed to the public until further notice pending updates on the virus. While the office is closed for clients, our staff will continue to work and are available to our clients via phone, e-mail or video conference. Please contact us to make an appointment. If you have already scheduled a future appointment at our office, it will be cancelled. If you feel an appointment is still warranted, please contact Jo.

For those of you trying to get tax, accounting or financial information to us, we are providing the following options:

  • For physical deliveries, we have a mail slot at the front of the building that is secure and will be checked regularly.
  • We also have a pick-up box as well. If you need something to be left in the pick-up box, please call Jo to make arrangements.
  • Secure e-mail links are available for you by request. This will provide a safe link between our office and you to send secure data. Please e-mail jo.lawrence@riegelfinancial.com to request this link.
  • For Raymond James clients, the Vault feature is available through Client Access.
  • For any clients at high risk and that do not have the necessary technology to get us the info, we will make arrangements to pick-up and deliver information from you directly. Please call Jo at 937-293-1040 ext. 4 to set this up.

Please don’t be deterred from reaching out to us and getting us your information. We are working and are here to assist our clients meet their needs in a safe manner. The Federal tax filing and payment deadline has been moved to 7/15/2020. We are expecting Ohio and municipalities to follow suit though it has yet to be announced. Please stay safe and contact us with any questions you may have.

Sincerely,
Paige Henry, CPA, CFP