Denver, Colorado
Jon D. Moore
CFP®
Regional Director, Partner
Education &
Certifications
Certifications
Certified Financial Planner™ (CFP®)
University of Florida, Gainesville
Financial Tip
You cannot control the Markets so focus on what you can control: Your Financial Plan and how you invest in the Markets.
About Jon
Jon grew up in South Florida and after graduating from College moved to Southern California. Jon was the President of The Moore Financial Group, LLC (read press release below) where he worked side by side with his father for over 22 years serving his clients. 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. Jon is active in the community of Littleton, Colorado where he has lived for the past 15 years with his wife, Justan, and son, Ethan. Jon serves on numerous Non-Profit Boards and is the past President of The Littleton Rotary Club (2015-2016). Jon spends his free time volunteering, playing volleyball, and travelling with his family.
Wealth Management Team:
Advisor Partner
- Work as an advisor team
- Client advisory support
Chuck Bautista
Wealth Advisor
Client Service Associate
- Help with account maintenance and balances
- Help with wire transfers, and money movement
Kelly Alameddin
Client Service Administrator
FPQP®
Financial Planner
- Financial plan development
- Implementation of planning recommendations
Linda Ginder
Financial Planner
CFP®
Portfolio Manager
- Personalized Asset Allocation
- Tax Efficient Investing
Gennifer Takacs
Associate Portfolio Manager
CFA
