jefferymora

Jason Moore, CRPS®

  • Private Wealth Advisor

“Investing is not just about making money. It’s about developing a comprehensive plan to shape your families financial future. We work with clients to develop and manage that plan.”Jason Moore

Jason Moore joined HCM in May of 2013.  He previously spent over 16 years as a Financial Consultant with a major Wall Street investment firm at their office in Columbus, Ohio.  During this time, he focused on providing wealth management solutions to retirees and corporate executives.

Today, Jason continues to work with his long term client relationships and selectively takes on new clients that fit his practice.  The focus of his practice is simplifying the complexity of his client’s financial lives by effectively profiling the client’s needs, tailoring individualized investment plans that address those needs, and strategically managing the risks in a client’s financial plan.   Most of his clients live in the Central Ohio area, while some have retired or transferred to other parts of the United States. 

In 2009, Jason earned the Chartered Retirement Plans Specialist designation from the College of Financial Planning in Denver, Colorado. 
Jason and his wife, Vicki, live in Licking County with their two sons- Jackson and Grant.  In their free time, they enjoy staying active in the outdoors and spending time together as a family.

Education
Mount Vernon Nazarene University - BA in Business – Minor in Economics
Chartered Retirement Plans Specialist (CRPS)

Hicks Capital Management, LLC | 4200 Regent Street, Suite 4200 | Columbus, OH 43219 | 614.944.5210 | info@hicks-capital.com

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211 Investments through PKS or RIA are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY. Purshe Kaplan Sterling Investments and Hicks Capital Management, LLC are not affiliated companies.