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Jonathon Michael Polizzi

Moneta Group Investment Advisors, LLC

St. Louis, MO

St. Louis, MO

CRD 6798765

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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:

Current Employers
Moneta Group Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-01-13
  • MO RA
    APPROVED
    Since 2026-01-13

Branch Locations

1 N Brentwood Blvd, St. Louis, MO 63105 • United States

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • 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
University Of Mississippi Oxford MS 08/2013 05/2017
Gladon Company Inc. St. Louis MO 05/2016 03/2017
Scottrade St. Louis MO 05/2017 02/2018
Td Ameritrade, Inc. St Louis MO 02/2018 01/2019
Moneta Group Investment Advisors Llc St. Louis MO 01/2019 06/2020
Moneta Group Investment Advisors, Llc St. Louis MO 07/2020 12/2025
Moneta Group Investment Advisors, Llc St. Louis MO 01/2026 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-08-25
  • S63 Uniform Securities Agent State Law Examination
    2017-08-25
Designations
  • Certified Financial Planner

View on SEC IAPD

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