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Patrick Jacob Jordan

Moneta Group Investment Advisors, LLC

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
KS RA APPROVED 2021-02-23
MO RA APPROVED 2021-02-23
TX RA APPROVED 2021-02-23
  • KS RA
    APPROVED
    Since 2021-02-23
  • MO RA
    APPROVED
    Since 2021-02-23
  • TX RA
    APPROVED
    Since 2021-02-23

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
OrganizationCityStateFromTo
Securian Financial Services, Inc. St. Paul MN 08/2016 11/2017
Cri Securities, Llc St. Paul MN 08/2016 11/2017
Minnesota Life Insurance Co. St. Paul MN 08/2016 11/2017
North Star Resource Group Minneapolis MN 08/2016 03/2017
North Star Resource Group St. Louis MO 03/2017 11/2017
Wells Fargo Clearing Services, Llc St. Louis MO 11/2017 02/2021
Moneta Group Investment Advisors, Llc St. Louis MO 02/2021 Present
  • 08/2016 → 11/2017
    Securian Financial Services, Inc.
    St. Paul, MN
  • 08/2016 → 11/2017
    Cri Securities, Llc
    St. Paul, MN
  • 08/2016 → 11/2017
    Minnesota Life Insurance Co.
    St. Paul, MN
  • 08/2016 → 03/2017
    North Star Resource Group
    Minneapolis, MN
  • 03/2017 → 11/2017
    North Star Resource Group
    St. Louis, MO
  • 11/2017 → 02/2021
    Wells Fargo Clearing Services, Llc
    St. Louis, MO
  • 02/2021 → Present
    Moneta Group Investment Advisors, Llc
    St. Louis, MO
Previous Registrations
  • 2017-12-01 → 2021-02-24
    Wells Fargo Clearing Services, Llc
    St. Louis, MO
    St. Louis, MO
  • 2016-10-06 → 2017-11-16
    Securian Financial Services, Inc.
    St Louis, MO
    Minneapolis, MN
  • 2016-10-06 → 2017-11-16
    Cri Securities, Llc
    St Louis, MO
    Minneapolis, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-29
  • S66 Uniform Combined State Law Examination
    2016-09-29
Designations
Other Names
  • Patrick Jacob Jordan
  • Patrick Jordan

View on SEC IAPD

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