John Moss
JTM Wealth Management · Windham, New York
John Moss is a fee-only financial advisor at JTM Wealth Management in Windham, New York, who holds the CFP credential. JTM Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to John →
Facts
| Firm | JTM Wealth Management |
|---|---|
| Based in | Windham, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $24.9M across 66 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 2904929 |
| Exams passed | Series 63 (1997) · Series 66 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
How John's firm compares
- JTM Wealth Management's average account is about $377,000, from its Form ADV (assets managed divided by 66 accounts).
Request an introduction to John
Tell John a little about what you're looking for. John isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about John
Is John Moss a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and JTM Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, JTM Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Moss based?
John Moss is based in Windham, New York.
What credentials does John Moss hold?
John Moss holds the CFP credential.
Is John Moss registered with the SEC?
Yes. John Moss is registered as an investment adviser representative in NY (CRD 2904929), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JTM Wealth Management manage?
JTM Wealth Management reports $24.9M across 66 accounts in assets under management.
How do I contact John Moss?
Contact details aren't on file yet. Search for JTM Wealth Management.
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.
See something wrong? Request a correction. Read our methodology.