Patrick Jordan (CRD# 6646569) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 7 years of experience in the finance industry. Patrick Jordan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moneta Group Investment Advisors, LLC | St. Louis, MO | Feb 2021 - Current | 3 |
| Wells Fargo Clearing Services, LLC | St. Louis, MO | Nov 2017 - Feb 2021 | 3 |
| North Star Resource Group | St. Louis, MO | Mar 2017 - Nov 2017 | < 1 |
| Securian Financial Services, Inc. | St. Paul, MN | Aug 2016 - Nov 2017 | 1 |
| Cri Securities, LLC | St. Paul, MN | Aug 2016 - Nov 2017 | 1 |
| Minnesota Life Insurance Company | St. Paul, MN | Aug 2016 - Nov 2017 | 1 |
| North Star Resource Group | Minneapolis, MN | Aug 2016 - Mar 2017 | < 1 |
| North Star Resource Group | Minneapolis, MN | Jun 2016 - Aug 2016 | < 1 |
| Securian Financial Services, Inc. | St. Paul, MN | Jun 2016 - Aug 2016 | < 1 |
| University Of Missouri - Columbia | Columbia, MO | May 2014 - May 2016 | 2 |
| University Of Missouri- Columbia | Columbia, MO | Aug 2012 - May 2016 | 3 |
| Campus Bar And Grill | Columbia, MO | May 2015 - Sep 2015 | < 1 |
| Waterway Gas & Wash | Saint Louis, MO | Aug 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- CO
- KS
- MO
- TX
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Total Assets Under Management37,482MILLIONS
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Total Number of Accounts40,790ACCOUNTS
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Average Account Value$918,893
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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