Jerrod Christopher Anderson

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

• 06/2018 → 12/2023
  Edward Jones
  St Louis, MO
• 08/2017 → 05/2018
  Washington University
  Saint Louis, MO
• 06/2017 → 08/2017
  Edward Jones
  Saint Louis, MO
• 08/2016 → 06/2017
  Washington University
  Saint Louis, MO
• 12/2023 → Present
  Moneta Group Investment Advisors, Llc
  Clayton, MO

Previous Registrations

• 2018-09-17 → 2023-12-05
  Edward Jones
  Maryland Heights, MO
  St. Louis, MO

Other Businesses

First Cast Holdings LLC Type of business: LLC Start date: 7/23/2018 Owner/Manager Hours per week: 5 Hours during trading: 0 Purchasing residential rental property as a passive investment.

Exams

• S66 Uniform Combined State Law Examination
  2018-09-14

Designations

• Certified Financial Planner
• Chartered Financial Analyst