Wells Fargo Advisors
41yrs
Top advisor by experience in Davie
12yrs
Jared Moser
Financial advisor at J.p. Morgan Securities
Based in Davie, Florida, Jared Moser is a fiduciary financial advisor with 12 years of industry experience. Jared joined J.p. Morgan Securities in 2020, after two years at Key Investment Services. J.p. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 44 advisors with offices in Davie, and one of 35 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?More experience than 56% of advisors at J.p. Morgan Securities
Office2701 S University Dr, Davie, FL 33328
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.p. Morgan Securities
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
- 2020 – nowJ.p. Morgan Securities LLCCurrent firm
- 2018 – 2020Key Investment Services LLCPreviously
Questions to ask Jared
Tailored to Jared’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jared
How do I contact Jared?
Call J.p. Morgan Securities at 800-999-2000 and ask for Jared Moser. Jared works from the Davie, FL office.
How long has Jared been a financial advisor?
Jared has been in the industry since 2015, about 12 years. More experience than 56% of advisors at J.p. Morgan Securities.
What licenses does Jared hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jared a fiduciary?
Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jared paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jared 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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