Jack Pearson Georges

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

• 08/2014 → 05/2020
  Westminster Christian Academy
  St. Louis, MO
• 08/2021 → 05/2024
  Indiana University Athletics
  Bloomington, IN
• 06/2020 → 05/2024
  Indiana University
  Bloomington, IN
• 09/2024 → 03/2025
  World Wide Technology Raceway
  Madison, IL
• 03/2025 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 05/2024 → 09/2024
  Unemployed
  St. Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-07