Erin Leigh Hadary

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

• 08/2015 → 01/2017
  Elh Consulting Services
  Denver, CO
• 01/2017 → 10/2019
  Dunston Financial Group
  Denver, CO
• 11/2019 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Previous Registrations

• 2017-01-18 → 2019-11-01
  Dunston Financial Group, Llc
  Denver, CO
• 2009-01-02 → 2011-01-04
  Raymond James Financial Services Advisors, Inc
  Asheville, NC
• 2006-11-07 → 2009-01-02
  Raymond James Financial Services, Inc.
  Asheville, NC

Other Businesses

EJ Squared LLC, (non-investment related, rental property), Address: 2531 N. Raleigh St. Denver, CO 80212, Position: Member/Treasurer, 50% owner, Start Date: 10/15/2025, Hours/Month (outside trading hours): 1-5 hrs, Hours/Month during trading hours: 1-5 hrs Duties: management and owner of new single home rental property Catahoula Mountain Home LLC (Non-investment related, rental property), Address: 2531 N Raleigh St Denver CO 80212 US Position: Member, Start Date: 04/07/2015, Hours/Month (outside trading hours): 1-5 hours, Hours/Month during trading hours: 0 hrs; Duties: property rental duties

Exams

• S66 Uniform Combined State Law Examination
  2006-07-11

Designations

• Certified Financial Planner

Other Names

• Erin Leigh Jason
• Erin Leigh Jasin