John Reagan

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

• 03/2021 → 02/2024
  Hill Investment Group Partners, Llc
  St. Louis, MO
• 08/2024 → 11/2025
  M Holdings Securities, Inc.
  Portland, OR
• 08/2024 → 11/2025
  Cammon Compnay
  Saint Louis, MO
• 03/2026 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 12/2025 → 03/2026
  Unemployed
  St. Louis, MO
• 02/2016 → 03/2021
  Hill Investment Group
  St. Louis, MO
• 02/2024 → 08/2024
  Unemployed
  St. Louis, MO

Previous Registrations

• 2024-08-19 → 2024-12-31
  M Holdings Securities, Inc.
  St. Louis, MO
• 2021-03-01 → 2024-03-29
  Hill Investment Group
  St. Louis, MO
• 2012-06-29 → 2021-03-01
  Hill Investment Group
  Saint Louis, MO
• 2009-01-20 → 2012-05-24
  Edward Jones
  St Louis, MO
  Kirkwood, MO
  St. Louis, MO
  St Louis, MO
  Town & Country, MO

Other Businesses

1) Good Shepherd Children and Family Services; 1340 Partridge Avenue, St. Louis, MO 63130; Charitable Organization; Not investment related; Board Member; Monthly meetings and additional events, work closely with the executive team to help the organization continue to grow and serve its mission; 7/1/2025; 5 ho/mo; 2 ho/mo during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-07-19
• S66 Uniform Combined State Law Examination
  2009-01-16

Designations

• Certified Financial Planner

Other Names

• John Patrick Reagan