Moneta Group
Jacob Ross is an experienced financial professional currently serving as an Associate Portfolio Manager at Moneta since April 2022. Prior to this role, Jacob held various positions at Wells Fargo Advisors over a six-year period, including Fixed Income Trading Liaison, Fixed Income Trading Assistant, and Securities Operations Service Specialist. Early in their career, Jacob gained experience as a Finance and Accounting Intern at The Journey in the summer of 2015. Jacob holds a Bachelor of Science in Business Administration with a focus in Finance from Saint Louis University, completed in 2015, and also studied at Saint Louis University Madrid in 2014. Jacob is a graduate of Marion High School, having completed studies there from 2009 to 2012.
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Moneta Group
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Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish.