Jennifer
Litsas

Moneta Group Investment Advisors, LLC

CRD#6153040
Investment Advisor
in Denver, CO

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About this Advisor

Jennifer Litsas is a certified financial planner based out of Denver, Colorado, with a total of 3 years of relevant experience. Litsas is currently employed by Moneta Group Investment Advisors, LLC. Throughout their career, they have worked at Yeske Buie, Moneta Group Investment Advisors, LLC, William Buck and Sabbatical. Litsas is registered to work in Colorado, Kansas and Missouri. Moneta Group Investment Advisors, LLC is a registered investment firm operating out of Saint Louis, MO. The investment advisory business has offices in four locations and a total of 460 employees. It administers $31 billion in total assets among its 37,339 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 65 charitable organizations. Of its 37,339 accounts, 59% belong to high-net-worth individuals who have more than $1 million in assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees usually are based on the type of services. However, fees charged by Moneta Group Investment Advisors, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

200 Columbine St., Suite 220
Denver, CO 80206

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Moneta Group Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$30,651,380,206

CO Average: $11,469,110,461
Total Number of Employees

460

CO Average: 458
Total Number of Accounts

37,339

CO Average: 33,415
Average Account Size

$820,895

CO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jennifer Litsas Work History

Jennifer has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Moneta Group Investment Advisors, LLC

2019 - 2020 (1 year)

Sabbatical

2016 - 2019 (3 years)

William Buck

2011 - 2016 (5 years)

Yeske Buie

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jennifer Litsas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Moneta Group Investment Advisors, LLC

Megan Rapplean
Saint Louis, MO
John Grover
Saint Louis, MO
Anthony Dorn
Saint Louis, MO
Ryan Matteo
Saint Louis, MO
Julie Sward
Saint Louis, MO
Oliver Cragan
Saint Louis, MO
Robert Swieterman
Saint Louis, MO
Jerry West
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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