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Jacob Reed Castelli

Moneta Group Investment Advisors, LLC

St. Louis, MO

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
MO RA APPROVED 2026-06-01
  • MO RA
    APPROVED
    Since 2026-06-01

Branch Locations

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

100 South Brentwood Blvd, 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
Wells Fargo Clearing Services Llc St. Louis MO 06/2021 12/2021
Us Tech Solutions Jersey City NJ 06/2021 10/2021
St Francis Borgia Regional High School Washington MO 08/2013 05/2017
St. Louis Community College Wildwood MO 08/2017 05/2018
University Of Arkansas Fayetteville AR 08/2018 05/2021
Weissman Manchester MO 01/2018 10/2019
Amazon St. Peters MO 04/2020 08/2020
21C Bentonville Bentonville AR 04/2019 05/2021
Robinhood Financial, Llc Chicago IL 12/2021 12/2023
Robinhood Markets, Inc Chicago IL 06/2022 12/2023
Moneta Group Investment Advisors, Llc St. Louis MO 01/2024 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-01
S63 Uniform Securities Agent State Law Examination 2021-09-10
  • S65 Uniform Investment Adviser Law Examination
    2026-06-01
  • S63 Uniform Securities Agent State Law Examination
    2021-09-10
Other Names
  • Jacob Castelli

View on SEC IAPD

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