Jeffery Cameron Kline
Investment adviser representative at Moneta Group Investment Advisors, LLC
8 yearsExperience
2 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
8 years in the industry.
- Moneta Group Investment Advisors, LLCDec 2024 to now
- LPL Enterprise, LLCNov 2024 to Dec 2024
- Prudential Insurance Company of AmericaFeb 2021 to Dec 2024
- Pruco Securities, LLC.Oct 2020 to Dec 2024
- Hillsong Kansas CityApr 2018 to Oct 2020
- Thrivent FinancialAug 2016 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
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
- 7309337
- Firm CRD
- 104727