Jeffrey Travis Wist

Current Employers

Moneta Group Investment Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2020-08-07
MO	RA	APPROVED	2012-01-31

KS RA
APPROVED

Since 2020-08-07
MO RA
APPROVED

Since 2012-01-31

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

Organization	City	State	From	To
Moneta Group Investment Advisors, Llc	St. Louis	MO	07/2016	12/2020
Moneta Group Investment Advisors, Llc	St. Louis	MO	01/2021	Present

07/2016 → 12/2020

Moneta Group Investment Advisors, Llc

St. Louis, MO
01/2021 → Present

Moneta Group Investment Advisors, Llc

St. Louis, MO

Other Businesses

Ol' Blue Farms, LLC, non- investment related, Address: 1431 Cinnamon Hill Lane, Suite 209, Columbia, MO 65201, Position: Member, Nature of the Business: Duck Hunting Club, Start Date; September 1, 2021, , Time spent (during trading hours): 0 hrs/month, Description of Duties: management of the duck club

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-01-30

S65 Uniform Investment Adviser Law Examination

2012-01-30

Designations

View on SEC IAPD

Current Employers

Moneta Group Investment Advisors, Llc

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews