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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-09-1998
- Office Locations
- 3
Office Locations
About John Moore & Associates INC
John Moore Associates is a New Mexico-based financial planning and investment management firm (also in Scottsdale) providing stewardship-oriented advice informed by a biblical perspective. Services include financial planning, portfolio design and ongoing investment management, and wealth transfer and estate planning. Portfolios commonly use ETFs and public funds. Since 2012, clients have directed over $50M from JMA-managed accounts to charities.
Reported data analysis
What the numbers show
Between December 16, 2025 and April 1, 2026, reported AUM increased 6.0%, from $970.2M to $1.0B.
Across 5 reported observations, AUM increased 31.1% between March 31, 2022 and April 1, 2026, from $784.7M to $1.0B.
Of the latest reported AUM, 80.6% is discretionary and 19.4% is non-discretionary.
The firm reports 9 advisory representatives and 729 clients, or 81 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 3 reported office locations and 28 years in operation. The source data was last updated on April 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
- Custodian
- Investment Themes
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- Platform
- Services
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Owner & Executives
BRIAN JAMES COCHRAN
Advisor
- CRD
- #5152084
- Ownership
- 50% but less than 75%
EMILY FAYE WILDER
--
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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GARY ANDREW FERGUSON
Financial Planner
- CRD
- #6214796
GREG ALAN HARTENBOWER
Senior Client Services Manager | MBA | AAMS® | CRPC® | CKA®
- CRD
- #2017584
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $828,828,354 | $356,792 |
| Non-Discretionary | $199,940,737 | $555,391 |
| Total | $1,028,769,091 | $383,440 |
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Separately Managed Accounts
SMA allocation detail is available
John Moore & Associates INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.