Jacob Anthony Stewart
Investment adviser representative at Moneta Group Investment Advisors, LLC
12 yearsExperience
1 stateRegistered in
$50.5BFirm assets
37 yearsFirm in business
Are you Jacob Anthony Stewart? Claim your profile
Contact this firm
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
12 years in the industry.
- Moneta Group Investment Advisors, LLCMar 2026 to now
- The Colony Group, LLCJul 2024 to Mar 2026
- Buckingham Strategic Partners, Llc/the Colony Group, LLCJun 2023 to Jul 2024
- Missouri State UniversityAug 2018 to May 2023
- Xpress Car Wash and DetailAug 2017 to May 2018
- Affton Athletic AssociationMar 2016 to May 2018
- Seckman High SchoolJul 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7959680
- Firm CRD
- 104727