Patrick Jacob Jordan

Employer firm

Moneta Group Investment Advisors, LLC CRD 104727

$50.5B regulatory AUM 638 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2016-09-29

Designations

• Certified Financial Planner

Other Names

• Patrick Jacob Jordan
• Patrick Jordan