Edward Jones
45yrs
Top advisor by experience in Littleton
32yrs
Jon Moore is a fiduciary financial advisor in Littleton, Colorado, with 32 years in the industry. Jon joined EP Wealth Advisors in 2015, after 18 years at Moore Financial Group. Jon holds the CFP® designation.
One of 318 advisors with offices in Littleton, and one of 290 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 9% by experience in Colorado
Office8081 Shaffer Parkway Suite 4, Littleton, CO 80127
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.14 million
Advisors at the firm338
States licensed ?1 state
Services through EP Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2015 – nowEP Wealth AdvisorsCurrent firm
- 1997 – 2014Moore Financial GroupPreviously
Contact Jon
(310) 543-4559Firm headquarters in Torrance, CA. Ask for Jon. 8081 Shaffer Parkway Suite 4Littleton, CO 80127Office · Get directions LinkedIn pageEP Wealth Advisors
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Questions to ask Jon
Tailored to Jon’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 Jon
How do I contact Jon?
Call EP Wealth Advisors at (310) 543-4559 and ask for Jon Moore. Jon works from the Littleton, CO office.
How long has Jon been a financial advisor?
Jon has been in the industry since 1994, about 32 years. Top 9% by experience in Colorado.
What licenses does Jon hold?
Series 65. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
EP Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jon 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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