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Jacob Alan Ross

Moneta Group Investment Advisors, LLC

St. Louis, MO

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 2022-08-15
  • MO RA
    APPROVED
    Since 2022-08-15

Branch Locations

100 South Brentwood Blvd, St. Louis, MO 63105 • 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
Wells Fargo Clearing Services St Louis MO 11/2016 04/2022
Kforce St. Louis MO 04/2016 10/2016
Moneta Group Investment Advisors, Llc St. Louis MO 04/2022 08/2024
Moneta Group Investment Advisors, Llc St. Louis MO 09/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-15
S63 Uniform Securities Agent State Law Examination 2019-06-20
  • S65 Uniform Investment Adviser Law Examination
    2022-08-15
  • S63 Uniform Securities Agent State Law Examination
    2019-06-20
Other Names
  • Jacob Ross

View on SEC IAPD

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