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Jaye Everland

Moneta Group Investment Advisors, LLC

St. Louis, MO

Denver, CO

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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
MO RA APPROVED 2025-06-11
CO RA APPROVED 2023-03-31
  • MO RA
    APPROVED
    Since 2025-06-11
  • CO RA
    APPROVED
    Since 2023-03-31

Branch Locations

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

200 Columbine St. Suite 220, Denver, CO 80206 • 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
Iwp Wealth - Private Client Advisors Denver CO 08/2013 03/2023
Moneta Group Investment Advisors, Llc Denver CO 03/2023 Present
Previous Registrations
  • 2023-03-31 → 2023-03-31
    Iwp Wealth - Private Client Advisors
    Denver, CO
  • 2014-03-07 → 2022-12-31
    Iwp Wealth - Private Client Advisors
    Denver, CO
  • 2012-12-19 → 2013-06-26
    Osaic Fa, Inc.
    Haddonfield, NJ
  • 2011-09-12 → 2012-05-24
    Integrity Prosperity Security (Ips) Strategic Capital
    Denver, CO
Other Businesses

03/2022 - Part Owner of IWP Wealth PCA LLC - 2719 E 3rd Ave, Denver, CO 80206 - 5 hours a month, 0 hours during securities hours. Investment Related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-09-10
  • S65 Uniform Investment Adviser Law Examination
    2011-09-10
Designations
Other Names
  • Jaye Weiland

View on SEC IAPD

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