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Jason Wayne Sandry

Moneta Group Investment Advisors, LLC

Denver, CO

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
MO RA APPROVED 2025-06-24
CO RA APPROVED 2023-03-31
  • MO RA
    APPROVED
    Since 2025-06-24
  • CO RA
    APPROVED
    Since 2023-03-31

Branch Locations

200 Columbine St. Suite 220, Denver, CO 80206 • 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
Stephen A. Kohn & Associates, Ltd. Lakewood CO 05/2014 12/2016
Aveo Capital Partners, Llc Greenwood Village CO 05/2014 12/2016
Iwp Wealth Pca, Llc Denver CO 01/2017 03/2023
Moneta Group Investment Advisors, Llc Denver CO 03/2023 Present
  • 05/2014 → 12/2016
    Stephen A. Kohn & Associates, Ltd.
    Lakewood, CO
  • 05/2014 → 12/2016
    Aveo Capital Partners, Llc
    Greenwood Village, CO
  • 01/2017 → 03/2023
    Iwp Wealth Pca, Llc
    Denver, CO
  • 03/2023 → Present
    Moneta Group Investment Advisors, Llc
    Denver, CO
Previous Registrations
  • 2023-03-31 → 2023-03-31
    Iwp Wealth - Private Client Advisors
    Denver, CO
  • 2017-01-14 → 2022-12-31
    Iwp Wealth - Private Client Advisors
    Denver, CO
  • 2013-10-28 → 2014-05-27
    First Allied Advisory Services, Inc.
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-19
  • S66 Uniform Combined State Law Examination
    2013-04-19
Designations

View on SEC IAPD

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Other Offices

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MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
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