Justin
Volkmar
Moneta Group Investment Advisors, LLC
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About this Advisor
Justin Volkmar is a financial advisor working out of Saint Louis, Missouri, who has 1 year of relevant experience. Volkmar is an employee of Moneta Group Investment Advisors, LLC. Over the course of their career, they have held roles at Wells Fargo Advisors LLC, Pnc Investments, Scottrade, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, J.P. Morgan Securities LLC, J.P. Morgan Chase Bank, N.A and Moneta Group Investment Advisors, LLC. Volkmar holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Missouri. Moneta Group Investment Advisors, LLC is a business based out of Saint Louis, MO. The company has offices in four locations and a total of 460 financial advisors. It oversees $31 billion in assets under management across its 37,339 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 65 charitable organizations. Of its 37,339 customer accounts, 59% are associated with high-net-worth individuals who have more than $1 million in assets. Moneta Group Investment Advisors, LLC provides a diverse array of services, including 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. A financial advisor's fees usually depend on the type of financial services. However, fees billed by Moneta Group Investment Advisors, LLC can include 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
Justin Volkmar Work History
Justin has been registered as a financial advisor for 1 years.*
Moneta Group Investment Advisors, LLC
J.P. Morgan Securities LLC
J.P. Morgan Chase Bank, N.A
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Scottrade
Pnc Investments
Wells Fargo Advisors LLC
*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 Justin Volkmar 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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