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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Thomas Blair is a financial advisor with Moneta Group Investment Advisors, LLC based in St. Louis, Missouri. James has been in the industry since 1985 and has been with the firm since 2005. He has a strong background in financial planning, portfolio management, and investment advice. James is also a Certified Financial Planner. James holds Series 6, 7, and 63 securities licenses. James has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Moneta Group Investment Advisors, LLC provides a wide range of financial services, including financial planning, investment management, and retirement planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MO
07/15/2002 - Present
Moneta Group Investment Advisors, LLC (St. Louis MO)
MO
05/04/2004 - 08/08/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (CLAYTON MO)
CT
04/12/1988 - 05/20/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
04/12/1988 - 10/19/1992
HOME LIFE INSURANCE COMPANY
NA
12/18/1985 - 04/09/1988
C.A.L. INVESTMENT SERVICES INC.
BC
Issued 04/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/1990
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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