Jayden Moore is a CFP-designated registered investment advisor at Rockway Wealth Partners, based in Waterloo, IA, with 6 years of industry experience. Jayden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 90 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
RWP does not offer investment management services directly, but provides asset allocation services. If you want RWP to manage your investments, you must enter into a Wealth Management Wrap Fee Program agreement. RWP also refers clients to other investment advisors.
Location
3839 Ansborough Ave, Waterloo, IA, 50701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jayden is the president of Cedar Valley Young Professionals, a non-profit organization, since May 2023. He spends a few hours per week on this role, primarily outside of securities trading hours, delegating responsibilities and seeking sponsorships.
Employment History
Current Registrations
Rockway Wealth Partners
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
MML Investors Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.