Jonathan Seth Moore
Investment Adviser Representative at IAMS Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan Seth Moore is an investment adviser representative with IAMS Wealth Management, LLC in Knoxville, TN, where they have been registered since 2025. They have worked in the securities industry since 2017 and were previously registered with Calton & Associates, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Tennessee.
Registrations & licenses
- Investment adviser:
- Tennessee
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Tax Assist, Inc. & Legacy Planning Services, Inc.Mar 2017 – Feb 2023Knoxville, TN
- Enterprise HoldingsJul 2015 – Mar 2017Knoxville, TN
- Tusculum CollegeSep 2015 – Dec 2016Knoxville, TN
- Calton & Associates, Inc.Sep 2017 – no end date reportedKnoxville, TN
- IAMS Wealth ManagementSep 2025 – no end date reportedOmaha, NE
- Dunn Bailey Lamb & MooreFeb 2023 – Sep 2025Knoxville, TN
- Independent Insurance AgentOct 2017 – no end date reportedKnoxville, TN
- Moore & Associates Inc. of TNDec 2018 – no end date reportedKnoxville, TN
- Legacy Tax, Inc. dba Legacy Tax & Wealth ManagementOct 2025 – no end date reportedKnoxville, TN
- Legacy Wealth Advisors, Inc. dba Legacy Tax & Wealth ManagementOct 2025 – no end date reportedKnoxville, TN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About IAMS Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $25,000 (waivable)
- First $500,0001.85%
- Next $500,0001.70%
- Next $1,000,0001.55%
- Over $2,000,0000.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 55
- Offices listed on AdvisorFinder:
- 22
- Main office:
- Omaha, NE
- SEC file number:
- 801-108875
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 10, 2026
View full firm profileOther advisors at IAMS Wealth Management, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Seth Moore has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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