Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.


Jonathan Moore

Senior Vice President–Wealth Management

Financial Advisor

Like many people, Jonathan G. Moore, CFP® has personal experience with financial hardship. He
believes that regardless of anyone’s stage in life, everyone can benefit from a relationship with an
experienced financial planner. Jon guides others towards better financial futures by identifying and
closing planning gaps and helping people avoid financial missteps, while holding them accountable
to their best financial intentions.

Now entering his 17th year in financial services, Jon is an experienced Certified Financial Planner™,
fiduciary, and portfolio manager. Prior to the start of his time at UBS Wealth Management in 2014,
Jon worked for over a decade within the Private Client Group at Fidelity Investments in Boston, MA.

Jon was educated in New England, first earning his degree in Social & Behavioral Sciences at The
University of Massachusetts, Amherst. Following his undergraduate studies, Jon attended Clark
University (Worcester, MA) where he earned his MBA in Finance & Management.

Jon is the Vice Chairman of the Finance Committee for the Town of Ashland, MA, as well as a
volunteer course facilitator for the Boston Bar Association’s Ellen M. Carpenter Financial Literacy
Program. He serves on the Alumni Advisory Board for the Sigma Phi Epsilon Fraternity at UMass.

In his spare time he enjoys golf, movies, and time with his family. Jon and his wife
Megan are currently raising their two children in Ashland, MA.


Personal & Community

  • Vice Chairman for the Finance Committee, Town of Ashland, MA
  • Volunteer course facilitator for the Boston Bar Association's Ellen M. Carpenter Financial
  • Literacy Program
  • Alumni Advisory Board member, Sigma Phi Epsilon Fraternity, UMass
Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • KS
  • MA
  • MD
  • ME
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


  • The University of Massachusetts, Amherst
  • Clark University, Worcester, MA


  • Portfolio Manager
55 William Street
3rd Floor
Wellesley, MA 02481
  • (781) 446-8933

Email Me

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