Kelli Jones
Kelli Jones is a CFP-designated registered investment advisor at Moneta Group Investment Advisors, LLC, based in Jefferson City, MO, with 18 years of industry experience. Kelli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 8,021 clients with $43B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Moneta Group's fees are based on a percentage of the assets they manage, a flat fee, or an hourly rate. The percentage-based fees typically range from 0.20% to 1.00% annually, but can exceed this range. Fees are negotiable and can vary based on client needs and services. Clients are billed quarterly, either in advance or after the fact, depending on the agreement. The use of margin may increase advisory fees.
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.