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Jerry Lee West

Moneta Group Investment Advisors, LLC

St. Louis, MO

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Current Employers
Moneta Group Investment Advisors, Llc

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2020-08-07
MO RA APPROVED 2018-05-29
  • KS RA
    APPROVED
    Since 2020-08-07
  • MO RA
    APPROVED
    Since 2018-05-29

Branch Locations

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Archford Capital Strategies Swansea IL 03/2013 05/2018
Purshe Kaplan Sterling Investments Albany NY 06/2015 05/2018
Moneta Group Investment Advisors Llc Clayton MO 05/2018 Present
  • 03/2013 → 05/2018
    Archford Capital Strategies
    Swansea, IL
  • 06/2015 → 05/2018
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 05/2018 → Present
    Moneta Group Investment Advisors Llc
    Clayton, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-31
S63 Uniform Securities Agent State Law Examination 1998-03-03
  • S66 Uniform Combined State Law Examination
    2005-05-31
  • S63 Uniform Securities Agent State Law Examination
    1998-03-03
Designations

View on SEC IAPD

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