Jacob Reed Castelli

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

• 06/2021 → 12/2021
  Wells Fargo Clearing Services Llc
  St. Louis, MO
• 06/2021 → 10/2021
  Us Tech Solutions
  Jersey City, NJ
• 08/2013 → 05/2017
  St Francis Borgia Regional High School
  Washington, MO
• 08/2017 → 05/2018
  St. Louis Community College
  Wildwood, MO
• 08/2018 → 05/2021
  University Of Arkansas
  Fayetteville, AR
• 01/2018 → 10/2019
  Weissman
  Manchester, MO
• 04/2020 → 08/2020
  Amazon
  St. Peters, MO
• 04/2019 → 05/2021
  21C Bentonville
  Bentonville, AR
• 12/2021 → 12/2023
  Robinhood Financial, Llc
  Chicago, IL
• 06/2022 → 12/2023
  Robinhood Markets, Inc
  Chicago, IL
• 01/2024 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-01
• S63 Uniform Securities Agent State Law Examination
  2021-09-10

Other Names

• Jacob Castelli