Jennifer
Freebersyser

Moneta Group Investment Advisors, LLC

CRD#5731725
Investment Advisor
in Saint Louis, MO

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About this Advisor

Jennifer Freebersyser is a financial advisor based in Saint Louis, Missouri, working with Moneta Group Investment Advisors, LLC. Jennifer has previously held positions at Wells Fargo Advisors, LLC, Edward Jones, and Moneta Group Investment Advisors LLC. Jennifer has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado, Kansas, and Missouri. Currently, Jennifer is part of Moneta Group Investment Advisors, LLC, which operates out of Saint Louis, Missouri. The firm has 4 offices and 501 employees. The firm manages assets totaling $37.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Moneta Group Investment Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

100 South Brentwood Blvd.
Saint Louis, MO 63105

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Moneta Group Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$37,481,639,918

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

501

MO Average: 458
Total Number of Accounts

40,790

MO Average: 33,415
Average Account Size

$918,893

MO 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 Freebersyser Work History

2018 - Present (6 years)

Moneta Group Investment Advisors LLC

2016 - 2018 (2 years)

Edward Jones

2011 - 2016 (5 years)

Wells Fargo Advisors, LLC

Disclosures

Please visit the SEC profile of Jennifer Freebersyser 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

Katherine Kloster
Saint Louis, MO
Robert Swieterman
Saint Louis, MO
Lynn Dunston
Saint Louis, MO
Matthew Manies
Saint Louis, MO
Randall Stauder
Saint Louis, MO
Jordan Janes
Saint Louis, MO
Lisa Bedell
Saint Louis, MO
Jason Sandry
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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