Katherine Leigh Jochum

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

• 08/2017 → 05/2026
  Wells Fargo Clearing Services, Llc
  Clayton, MO
• 01/2016 → 07/2017
  Nrl Mortgage
  Saint Louis, MO
• 05/2026 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Previous Registrations

• 2017-10-10 → 2026-05-07
  Wells Fargo Clearing Services, Llc
  Clayton, MO
  Frontenac, MO
• 2014-09-25 → 2015-04-22
  Pnc Wealth Management Llc
  St. Louis, MO
  Clayton, MO
• 2009-04-27 → 2014-08-25
  Wells Fargo Clearing Services, Llc
  Chesterfield, MO
  Frontenac, MO
  St. Louis, MO

Other Businesses

UNITED WAY, NON- INV RELATED, 910 N 11TH STREET, ST. LOUIS, MO 63101, REGIONAL INVESTMENT COMMITTEE MEMBER/BOARD OF DIRECTORS, START 1/1/2024, 4 HOURS PER MONTH, 2 HOURS DURING TRADING, ALLOCATING MONEY THROUGHT GRANT APPLICATION PROCESS. JOY PETALERS, BOARD PRESIDENT AND TREASURER, 320 WEST THORNTON SUITE B, ROCK HILL, MO 63119, NON-INVESTMENT RELATED, START 12/1/2025, 4 HOURS PER MONTH, 0 HOURS DURING TRADING, STRATEGIC PLANNING, GENERAL FINANCIAL REPORTING TO THE BOARD, ORGANIZATIONAL OVERSIGHT

Exams

• S66 Uniform Combined State Law Examination
  2017-10-10

Designations

• Certified Financial Planner

Other Names

• Katherine Leigh Nappier
• Katy Leigh Jochum
• Katy Leigh Nappier
• Katherine Leigh Jochum
• Katherine Jochum