Best Investors Account Sign in
Current Employers
Moneta Group Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-01
KS RA APPROVED 2020-08-07
MO RA APPROVED 2020-08-07
  • CO RA
    APPROVED
    Since 2025-01-01
  • KS RA
    APPROVED
    Since 2020-08-07
  • MO RA
    APPROVED
    Since 2020-08-07

Branch Locations

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

200 Columbine St., Suite 220, Dever, CO 80206 • 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
Elh Consulting Services Denver CO 08/2015 01/2017
Dunston Financial Group Denver CO 01/2017 10/2019
Moneta Group Investment Advisors, Llc St. Louis MO 11/2019 Present
Previous Registrations
  • 2017-01-18 → 2019-11-01
    Dunston Financial Group, Llc
    Denver, CO
  • 2009-01-02 → 2011-01-04
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-11
  • S66 Uniform Combined State Law Examination
    2006-07-11
Designations
Other Names
  • Erin Leigh Jason
  • Erin Leigh Jasin

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in St. Louis, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor