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Jeffery Cameron Kline

Moneta Group Investment Advisors, LLC

Mission Woods, KS

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 2024-12-24
MO RA APPROVED 2024-12-24
  • KS RA
    APPROVED
    Since 2024-12-24
  • MO RA
    APPROVED
    Since 2024-12-24

Branch Locations

1900 Shawnee Mission Pkwy Ste. 225, Mission Woods, KS 66205 • 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
Pruco Securities, Llc. Parkville MO 10/2020 12/2024
Hillsong Kansas City Kansas City MO 04/2018 10/2020
Thrivent Financial Overland Park KS 03/2017 04/2018
Thrivent Financial Overland Park KS 08/2016 03/2017
Prudential Insurance Company Of America Parkville MO 02/2021 12/2024
Lpl Enterprise, Llc Parkville MO 11/2024 12/2024
Moneta Group Investment Advisors, Llc Mission Woods KS 12/2024 Present
  • 10/2020 → 12/2024
    Pruco Securities, Llc.
    Parkville, MO
  • 04/2018 → 10/2020
    Hillsong Kansas City
    Kansas City, MO
  • 03/2017 → 04/2018
    Thrivent Financial
    Overland Park, KS
  • 08/2016 → 03/2017
    Thrivent Financial
    Overland Park, KS
  • 02/2021 → 12/2024
    Prudential Insurance Company Of America
    Parkville, MO
  • 11/2024 → 12/2024
    Lpl Enterprise, Llc
    Parkville, MO
  • 12/2024 → Present
    Moneta Group Investment Advisors, Llc
    Mission Woods, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-28
  • S66 Uniform Combined State Law Examination
    2020-12-28
Designations

View on SEC IAPD

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Other Offices

PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC · MISSION WOODS, KS
PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC · MISSION WOODS, KS
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PALMER SQUARE CAPITAL MANAGEMENT LLC · MISSION WOODS, KS
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