Jeffrey Moss
Moss & Company, P.A. · Maitland, Florida
Jeffrey Moss is a fee-only financial advisor at Moss & Company, P.A. in Maitland, Florida. Moss & Company, P.A. reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Moss & Company, P.A. |
|---|---|
| Based in | Maitland, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $70.0M across 105 accounts |
| SEC registration | Investment adviser representative in FL · CRD 2962688 |
| Exams passed | Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mossandcompanypa.com |
How Jeffrey's firm compares
- Moss & Company, P.A.'s average account is about $667,000, from its Form ADV (assets managed divided by 105 accounts).
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Questions about Jeffrey
Is Jeffrey Moss a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Moss & Company, P.A. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Moss & Company, P.A., reports charging a percentage of assets on its SEC Form ADV.
Where is Jeffrey Moss based?
Jeffrey Moss is based in Maitland, Florida.
Is Jeffrey Moss registered with the SEC?
Yes. Jeffrey Moss is registered as an investment adviser representative in FL (CRD 2962688), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Moss & Company, P.A. manage?
Moss & Company, P.A. reports $70.0M across 105 accounts in assets under management.
How do I contact Jeffrey Moss?
Through Jeffrey's website, www.mossandcompanypa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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