Patrick
Jordan

Moneta Group Investment Advisors, LLC

CRD#6646569
Investment Advisor
in Saint Louis, MO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Patrick Jordan is a financial advisor based in Saint Louis, Missouri, working with Moneta Group Investment Advisors, LLC. Patrick has previously held positions at Securian Financial Services, Inc, Cri Securities, LLC, Minnesota Life Insurance Co, North Star Resource Group, Waterway Gas & Wash, University Of Missouri- Columbia, Campus Bar And Grill, University Of Missouri - Columbia, Wells Fargo Clearing Services, LLC, and Moneta Group Investment Advisors, LLC. Patrick has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Kansas, Missouri, and Texas. Currently, Patrick 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 66, CERTIFIED FINANCIAL PLANNER™

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

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

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

Patrick Jordan Work History

2021 - Present (3 years)

Moneta Group Investment Advisors, LLC

2017 - 2017 (< 1 year)

North Star Resource Group

2017 - 2021 (4 years)

Wells Fargo Clearing Services, LLC

2016 - 2017 (1 year)

Securian Financial Services, Inc

2016 - 2017 (1 year)

Cri Securities, LLC

2016 - 2017 (1 year)

Minnesota Life Insurance Co

2016 - 2017 (1 year)

North Star Resource Group

2016 - 2016 (< 1 year)

North Star Resource Group

2016 - 2016 (< 1 year)

Securian Financial Services, Inc

2015 - 2015 (< 1 year)

Campus Bar And Grill

2014 - 2016 (2 years)

University Of Missouri - Columbia

2012 - 2016 (4 years)

University Of Missouri- Columbia

2011 - 2014 (3 years)

Waterway Gas & Wash

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Patrick Jordan 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

Daniel Fuhrig
Saint Louis, MO
Derek Wilton
Saint Louis, MO
Katherine Kloster
Saint Louis, MO
Ally Melvin
Saint Louis, MO
Randall Stauder
Saint Louis, MO
Jordan Janes
Saint Louis, MO
Lisa Bedell
Saint Louis, MO
Matthew Manies
Saint Louis, MO

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started