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With more than twenty years of financial sector experience, Jim Moore is a partner-advisor in Allworth’s Lawrence, Kansas office. In addition to having earned numerous industry certifications, including a CERTIFIED FINANCIAL PLANNER ™ designation, Jim serves on the board of the National Association of Insurance and Financial Advisors, the State Board of Directors for NAIFA, and is a member of the Lawrence Association of Insurance and Financial Advisors. Jim is a graduate of the University of Kansas, where he earned a Bachelor of Science degree in Finance. When not meeting with clients, Jim and his wife Allison enjoy taking their three boys to KU sporting events, Kansas City Royals games, and traveling.
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With more than twenty years of financial sector experience, Jim Moore is a partner-advisor in Allworth’s Lawrence, Kansas office. In addition to having earned numerous industry certifications, including a CERTIFIED FINANCIAL PLANNER ™ designation, Jim serves on the board of the National Association of Insurance and Financial Advisors, the State Board of Directors for NAIFA, and is a member of the Lawrence Association of Insurance and Financial Advisors. Jim is a graduate of the University of Kansas, where he earned a Bachelor of Science degree in Finance. When not meeting with clients, Jim and his wife Allison enjoy taking their three boys to KU sporting events, Kansas City Royals games, and traveling.
Jim Moore
Partner Advisor
Designations: CFP®, AIF®, LACP®
With more than twenty years of financial sector experience, Jim Moore is a partner-advisor in Allworth’s Lawrence, Kansas office. In addition to having earned numerous industry certifications, including a CERTIFIED FINANCIAL PLANNER ™ designation, Jim serves on the board of the National Association of Insurance and Financial Advisors, the State Board of Directors for NAIFA, and is a member of the Lawrence Association of Insurance and Financial Advisors. Jim is a graduate of the University of Kansas, where he earned a Bachelor of Science degree in Finance. When not meeting with clients, Jim and his wife Allison enjoy taking their three boys to KU sporting events, Kansas City Royals games, and traveling.
Education and Certifications
Who I work with
What guides my approach
With more than twenty years of financial sector experience, Jim Moore is a partner-advisor in Allworth’s Lawrence, Kansas office. In addition to having earned numerous industry certifications, including a CERTIFIED FINANCIAL PLANNER ™ designation, Jim serves on the board of the National Association of Insurance and Financial Advisors, the State Board of Directors for NAIFA, and is a member of the Lawrence Association of Insurance and Financial Advisors. Jim is a graduate of the University of Kansas, where he earned a Bachelor of Science degree in Finance. When not meeting with clients, Jim and his wife Allison enjoy taking their three boys to KU sporting events, Kansas City Royals games, and traveling.
More About Jim:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
97% of Clients Stay With Us2
25,000+ Clients
Best Financial Advisory Firms
USA Today8
14th Ranked RIA
Barron's1
30 Years in Business
$22.5 billion AUM4
Best in Class Ethics
NBRI9
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