Joseph Drake Simmons
Investment adviser representative at Moneta Group Investment Advisors, LLC
13 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
13 years in the industry.
- Moneta Group Investment Advisors, LLCJul 2026 to now
- Moneta Group Investment Advisors, LLCMay 2023 to Jun 2026
- American AirlinesApr 2018 to Apr 2023
- SabreMay 2017 to Apr 2018
- Niall Luxury WatchesMay 2016 to Jun 2017
- University of KansasAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 8275310
- Firm CRD
- 104727