Jessica Moore
Chief Operations Officer | NextGen Advisors Branch Professional, RJFSJessica Moore is originally from the suburbs of Seattle Washington. Having spent years visiting Arizona for both personal and professional purposes, she ultimately decided to make Scottsdale her home. She has a Bachelor of Arts in Finance & minor in Accounting from Washington State University. During her time at WSU, she studied abroad in Switzerland at the University Centre Cesar Ritz taking accounting classes and enjoying travel on the weekends.
As Chief Operations Officer at NextGen Advisors, Jessica is responsible for overseeing our daily operations and ensuring alignment with our strategic initiatives. Her leadership in optimizing back-office operations allows the team to focus even more on delivering exceptional client service. With over 15 years of experience in finance and operations for both public and private companies, Jessica was drawn to NextGen's dynamic culture, service offerings, and the opportunity to engage with our clients.
Jessica was on the CougsFirst! Board of Directors for over 5 years and now that she is in Arizona she is looking forward to making an impact locally.
In her free time, Jessica enjoys traveling both domestically and internationally. She loves spending time outdoors hiking, walking her dog and wine tasting. Recently, she has developed an interest in Pilates and golf. Jessica values quality time with her family in Washington, particularly with her niece and nephew.
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The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,007 nominations, more than 7,321 advisors received the award. This ranking is based upon the period from 6/30/21 to 6/30/22 and was released on 4/4/23. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/ for more info.
2022: 34,925 nominations with more than 6,550 advisors. This ranking is based upon the period from 6/30/20 to 6/30/21 and was released on 4/07/22.
2021: 32,725 nominations with more than 5,000 advisors. This ranking is based upon the period from 6/30/19 to 6/30/20 and was released on 2/11/21.
2020: 32,000 nominations with more than 4,000 advisors. This ranking is based upon the period from 6/30/18 to 6/30/19 and was released on 1/16/20.
