Kelli Jones
Kelli Jones is a CFP-designated registered investment advisor at Moneta Group Investment Advisors, LLC, based in Jefferson City, MO, with 19 years of industry experience. Kelli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 9,163 clients with $51B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Variable fees generally range from 20 to 100 basis points (0.20% to 1.00%) based on aggregate market value and are negotiated on an individual, client-by-client basis. Annual asset-based fees can at times exceed this range.
Fee Estimator
Location
Jefferson City, MO
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Moneta Group Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Brian Grenia, CFPAmeriprise Financial Services, LLC
- Jerry Christian, CFPLPL Financial LLC
- Savannah Gerloff, CFPEdward Jones
- Seth Kelly, CFACore Planning
- Alan Beatty, CFPStifel, Nicolaus & Company, Incorporated
- Kelly Kruse, CFPEdward Jones