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Jennifer Anne Litsas

Moneta Group Investment Advisors, LLC

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About Jennifer Anne Litsas

Jennifer Litsas is a financial advisor at Moneta Group Investment Advisors, LLC, a firm with a history of providing comprehensive financial guidance to clients. Jennifer specializes in serving high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jennifer holds the Certified Financial Planner designation and has experience working in the financial industry since 2011. Jennifer's experience includes working in both the United States and Australia. Jennifer has been registered with the Securities and Exchange Commission since April 26, 2020. Jennifer is registered as an Investment Advisor Representative in Colorado, Kansas, and Missouri.

Firm Information

Jennifer Litsas 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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Jennifer Litsas’s Registration & Firm History

CO

04/26/2020 - Present

Moneta Group Investment Advisors, LLC (Denver CO)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Anne Litsas.
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