Jeffery Cameron Kline

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

• 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

• 2024-11-14 → 2024-12-20
  Lpl Enterprise, Llc
  Parkville, MO
  St Louis, MO
• 2021-02-22 → 2024-11-14
  Pruco Securities, Llc.
  St. Louis, MO
  Parkville, MO

Exams

• S66 Uniform Combined State Law Examination
  2020-12-28

Designations

• Certified Financial Planner