William
Jenkins
Moneta Group Investment Advisors, LLC
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About this Advisor
William Jenkins is a financial advisor operating out of Mission, Kansas, who has 1 year of relevant experience. Jenkins works at Moneta Group Investment Advisors, LLC. Over the course of their career, they have held roles at Us Army / Ks National Guard, Massmutual Life Insurance Co, Mml Investors Services LLC, Lewer Financial Advisors, LLC, Lewer Agency, Inc, Hdq Wealth, Jenkins Legal, LLC, Usi Insurance Services and Moneta Group Investment Advisors, LLC. Jenkins has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Kansas and Missouri. Moneta Group Investment Advisors, LLC is a registered investment business operating out of Saint Louis, MO. The firm has offices in four locations and a total of 460 people on staff. It controls $31 billion in assets under management among its 37,339 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 65 charities and foundations. Of its 37,339 accounts, 59% are held by high-net-worth investors who have greater than $1 million in assets. Moneta Group Investment Advisors, LLC performs a broad array 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. Fees charged by financial advisors usually are based on the type of financial services provided. However, fees charged by Moneta Group Investment Advisors, LLC likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Moneta Group Investment Advisors, LLC Brokerage Details
$30,651,380,206
460
37,339
$820,895
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
William Jenkins Work History
William has been registered as a financial advisor for 1 years.*
Moneta Group Investment Advisors, LLC
Hdq Wealth
Jenkins Legal, LLC
Usi Insurance Services
Lewer Financial Advisors, LLC
Lewer Agency, Inc
Massmutual Life Insurance Co
Mml Investors Services LLC
Us Army / Ks National Guard
*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 William Jenkins 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
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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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