Jon Moores
Ascension Capital Advisors · Houston, Texas
Jon Moores is a fee-only financial advisor at Ascension Capital Advisors in Houston, Texas, who holds the CFP credential. Jon focuses on estate & legacy planning, tax planning and retirement planning. Ascension Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
Facts
| Firm | Ascension Capital Advisors |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $938.5M across 670 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6421974 |
| Exams passed | Series 66 (2015) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.ascensioncapital.com |
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Questions about Jon
Is Jon Moores a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jon holds no broker registration, and Ascension Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jon charge for financial advice?
Jon's firm, Ascension Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jon Moores based?
Jon Moores is based in Houston, Texas.
What does Jon specialize in?
Jon's specialties include estate & legacy planning, tax planning, retirement planning and small business owners. Jon works with high earners.
What credentials does Jon Moores hold?
Jon Moores holds the CFP credential.
Is Jon Moores registered with the SEC?
Yes. Jon Moores is registered as an investment adviser representative in TX (CRD 6421974), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ascension Capital Advisors manage?
Ascension Capital Advisors reports $938.5M across 670 accounts in assets under management.
How do I contact Jon Moores?
Through Jon's website, www.ascensioncapital.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
- Ascension Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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