Patrick Jacob Jordan
Investment adviser representative at Moneta Group Investment Advisors, LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$50.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Moneta Group Investment Advisors, LLCFeb 2021 to now
- Wells Fargo Clearing Services, LLCNov 2017 to Feb 2021
- Cri Securities, LLCAug 2016 to Nov 2017
- Minnesota Life Insurance Co.Aug 2016 to Nov 2017
- North Star Resource GroupAug 2016 to Nov 2017
- Securian Financial Services, Inc.Aug 2016 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
Moneta Group Investment Advisors, LLC
$50.5BAssets managed
9,163Clients
254Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6646569
- Firm CRD
- 104727