Jon Moses is a Gold Coast-based share adviser and deceased estate share specialist with over a decade of experience helping Australian families, executors, and their legal representatives navigate the often complex world of estate share administration.

His investment journey started young: by his late teens Jon had completed over a dozen investment courses, and he went on to a Bachelor of Commerce and Economics, full stockbroking accreditation and Accredited Derivatives Adviser (ADA1 and ADA2) qualifications. That foundation eventually led him to found JM Investments & Advisory, a firm built around two core services: share advisory and execution for investors and traders, and handling the full administration of deceased estate shares for families and the solicitors supporting them.

On the estate side, Jon and his team manage everything. Registry paperwork, application forms, dividend audits, and the Blind Share Search service that has located over $6.5 million in shares and dividends that estates didn't know existed, including a single forgotten portfolio worth $1 million. More than 250 Australian solicitors now work with JM Investments as referral partners, drawn by the speed, thoroughness, and the guarantee that their team won't touch a form or make a registry call.

In 2016, Jon completed his Lifeline crisis counsellor training. Six years on the phone line that shaped everything about how he approaches this work. Every estate has a family behind it, and Jon takes that seriously.

For investors and traders, the offering is equally straightforward: research-backed model portfolios of shares and ETFs, trade ideas and execution, and fair, transparent brokerage quoted upfront.

Share Adviser & Deceased Estate Specialist

MEET THE FOUNDER