Jacob Reed Castelli
Investment adviser representative at Moneta Group Investment Advisors, LLC
13 yearsExperience
1 stateRegistered in
$50.5BFirm assets
37 yearsFirm in business
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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
13 years in the industry.
- Moneta Group Investment Advisors, LLCJan 2024 to now
- Robinhood Markets, IncJun 2022 to Dec 2023
- Robinhood Financial, LLCDec 2021 to Dec 2023
- Wells Fargo Clearing Services LLCJun 2021 to Dec 2021
- US Tech SolutionsJun 2021 to Oct 2021
- AmazonApr 2020 to Aug 2020
- 21c BentonvilleApr 2019 to May 2021
- University of ArkansasAug 2018 to May 2021
- WeissmanJan 2018 to Oct 2019
- St. Louis Community CollegeAug 2017 to May 2018
- St Francis Borgia Regional High SchoolAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 7410261
- Firm CRD
- 104727