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James Shawn Chalmers

Moneta Group Investment Advisors, LLC

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About James Shawn Chalmers

James Chalmers is a financial advisor with Moneta Group Investment Advisors, LLC, based in St. Louis, Missouri. James has been in the financial services industry since 2009. James is a Certified Financial Planner. James previously worked at WELLS FARGO ADVISORS, LLC. James holds the Series 7 and SIE licenses. James specializes in Retirement Planning, Investment Planning, Estate Planning, Insurance, and College Savings Planning.

Firm Information

James Chalmers is currently registered with Moneta Group Investment Advisors, LLC. Moneta Group Investment Advisors, LLC is a St. Louis, MO-based investment advisor with over $37 billion in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, individuals, and pooled investment vehicles. They serve a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth.
Moneta Group Investment Advisors, LLC

100 SOUTH BRENTWOOD BLVD.

ST. LOUIS, MO 63105

$37.48B

Assets Under Management

348

Total Clients

197

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Chalmers’s Registration & Firm History

MO

04/07/2015 - Present

Moneta Group Investment Advisors, LLC (ST. LOUIS MO)

MO

05/17/2011 - 03/30/2015

WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 03/30/2015

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Shawn Chalmers.
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