Jon Moss

Wealth Advisor

Jon is one of our Colorado based Private Wealth Advisors. A former real estate investor, Jon has worked in banking and financial services for 21 years, most recently with JPMorgan & Edward Jones prior to making the move to LPL. He brings a broad wealth of knowledge for the benefit of his clients. He’s a hand on, active listener with attention to detail focusing on proper investment selection and management with financial planning for individuals, families and businesses. His process of goals-based planning is customized to his client’s needs. He currently holds the Series 7, 66 with LPL Financial, Life and Health licenses.

After starting his career in Chicago, IL, Jon and his wife, a CPA and business owner, and their 2 teenage children, made the move out West and now live in Boulder, Colorado. They are all avid skiers, bikers and lovers of nature and the outdoors.

- BrokerCheck