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Kelli J

CFP®, Series 63

Jefferson City, MO

Moneta Group Investment Advisors, LLC

Kelli Jones is a CFP® with 19 years of industry experience and has been with Moneta Group Investment Advisors, LLC since 2016. She holds a Series 63 license and is based in Jefferson City, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm utilizes a partner-led team approach with centralized investment oversight and emphasizes asset allocation, manager due diligence, and multi-strategy vehicles for retirement plans and institutional clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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