Joseph Moss
J Moss and CO · Roswell, Georgia
Joseph Moss is a fee-only financial advisor at J Moss and CO in Roswell, Georgia. J Moss and CO reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its Form ADV.
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Facts
| Firm | J Moss and CO |
|---|---|
| Based in | Roswell, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription · Fixed fees |
| Assets under management | $1.8M across 1 accounts |
| SEC registration | Investment adviser representative in GA · CRD 1507257 |
| Exams passed | Series 63 (1986) · Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Joseph's firm compares
- J Moss and CO's average account is about $1.8 million, from its Form ADV (assets managed divided by 1 accounts).
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Questions about Joseph
Is Joseph Moss a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and J Moss and CO reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, J Moss and CO, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.
Where is Joseph Moss based?
Joseph Moss is based in Roswell, Georgia.
Is Joseph Moss registered with the SEC?
Yes. Joseph Moss is registered as an investment adviser representative in GA (CRD 1507257), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does J Moss and CO manage?
J Moss and CO reports $1.8M across 1 accounts in assets under management.
How do I contact Joseph Moss?
Contact details aren't on file yet. Search for J Moss and CO.
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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