Jon D. Moore, CFP®
Regional Director, Partner
Jon’s emphasis and specialty involves helping meet the unique needs of entrepreneurs and family-owned businesses as they grow, protect, and transition their wealth.
Previously, Jon was the President of The Moore Financial Group, LLC where he worked side by side with his father for over 20 years serving his clients.
Jon attended the University of Florida, Gainesville and achieved the CERTIFIED FINANCIAL PLANNERTM professional certification.
Jon grew up in South Florida and moved to Southern California after graduating from college. Jon is active in the community of Littleton, Colorado where he has lived for more than 15 years with his wife, Justan, and son, Ethan. Jon serves on numerous nonprofit boards and is the past President of the Littleton Rotary Club. Jon spends his free time volunteering, playing volleyball, and traveling with his family.
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