D.A. Davidson & Co.
47yrs
Top 1% by experience in Seattle
9yrs
Jonathan Moore
Financial advisor at UBS Financial Services
Jonathan Moore has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Seattle, Washington. Jonathan has been with UBS Financial Services since 2020. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1981 advisors with offices in Seattle, and one of 1838 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office925 Fourth Avenue 31st & 32nd Floor, Seattle, WA 98104
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
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.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowUBS Financial Services Inc.Current firm
- Jun 2018 – Nov 2019UBS Financial Services Inc.Previously
Questions to ask Jonathan
Tailored to Jonathan’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
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About Jonathan
How do I contact Jonathan?
Call UBS Financial Services at 201-352-3000 and ask for Jonathan Moore. Jonathan works from the Seattle, WA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Jonathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Jonathan 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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