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Jordan Warners

Moneta Group Investment Advisors, LLC

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About Jordan Warners

Jordan Warners is an investment advisor representative with Moneta Group Investment Advisors, LLC, a firm with headquarters in St. Louis, Missouri. Jordan has been in the financial services industry since 2015 and holds a Series 63 and Series 65 license. Jordan has also completed the Series 6TO and SIE exams.

Firm Information

Jordan Warners 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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Jordan Warners’s Registration & Firm History

IL

07/09/2024 - Present

Moneta Group Investment Advisors, LLC (Chicago IL)

IL

03/20/2021 - 04/25/2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Rosemont IL)

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Licenses & Designations

IA

Issued 07/08/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/21/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/20/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/23/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jordan Warners.
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