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Kelli Anne Jones

Moneta Group Investment Advisors, LLC

Jefferson City, MO

St. Louis, MO

CRD 4559000

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Employer firm

Moneta Group Investment Advisors, LLC CRD 104727

$50.5B regulatory AUM 638 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

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 2008-01-08
  • KS RA
    APPROVED
    Since 2020-08-07
  • MO RA
    APPROVED
    Since 2008-01-08

Branch Locations

Jefferson City, MO • United States

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
Moneta Group Investment Advisors, Llc Clayton MO 07/2016 Present
Previous Registrations
  • 2007-06-21 → 2007-12-21
    Raymond James Financial Services, Inc.
    Columbia, MO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-07-22
  • S63 Uniform Securities Agent State Law Examination
    2002-07-22
Designations
  • Certified Financial Planner
Other Names
  • Kelli A Schreimann
  • Kelli Anne Schreimann

View on SEC IAPD

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