World Capital Management
46yrs
Top advisor by experience in Sebastopol
38yrs
Based in Sebastopol, California, Tim Moore is a fiduciary financial advisor with 38 years of industry experience. Tim joined Edward Jones in 2006, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 38 advisors with offices in Sebastopol, and one of 33 fiduciaries.
At a glance
Experience38 years (since 1989)
How that compares ?Top 1% by experience at Edward Jones
Office7182 Healdsburg Ave Suite A, Sebastopol, CA 95472
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2006 – nowEdward JonesCurrent firm
Contact Tim
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Tim. 7182 Healdsburg Ave Suite ASebastopol, CA 95472Office · Get directions
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Questions to ask Tim
Tailored to Tim’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Tim
How do I contact Tim?
Call Edward Jones at (314) 515-2000 and ask for Tim Moore. Tim works from the Sebastopol, CA office.
How long has Tim been a financial advisor?
Tim has been in the industry since 1989, about 38 years. Top 1% by experience at Edward Jones.
What licenses does Tim hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Tim a fiduciary?
Tim is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tim paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Tim for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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