Oakbourne Advisors
43yrs
Top advisor by experience in Berkeley Heights
9yrs
John Eric Moore
Financial advisor at Oakbourne Advisors
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office200 Connell Drive Suite 1000, Berkeley Heights, NJ 07922
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Oakbourne Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
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.
Uniform Combined State Law Examination
Career
- Sep 2025 – nowOakbourne AdvisorsCurrent firm
- 2023 – 2025J.p. Morgan Securities LLCPreviously
- Oct 2021 – Jan 2023Alliancebernstein L.P.Previously
- 2018 – 2021Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
Questions to ask John
Tailored to John’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 John
How do I contact John?
Call Oakbourne Advisors at 908-850-9991 and ask for John Eric Moore. John works from the Berkeley Heights, NJ office.
How long has John been a financial advisor?
John has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Oakbourne Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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