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Jacob Allaman

Senior Advisor

CFP®

As an Advisor on the Heffernan Team, Jacob Allaman enjoys working directly with clients to help them achieve their financial goals. He finds both the personal relationships and process of helping clients navigate their financial path to be very rewarding.

Jacob earned a Bachelor of Science in Business Management and Accounting as a double major from Greenville University. Growing up on his family’s farm in Illinois, Jacob previously worked at a bank in his home town where he gained experience in the financial services industry. He joined Moneta as a Client Service Manager in 2014.

After further enhancing his technical skills by obtaining the CERTIFIED FINANCIAL PLANNER™ designation, Jacob’s role on the Heffernan Team evolved to Advisor. Today, Jacob continues to challenge himself by expanding his knowledge-base and skill set to better serve clients.

Outside of Moneta, Jacob enjoys playing the piano, reading, traveling, running and rooting for his favorite Chicago sports teams. He also enjoys volunteering and does so through various Moneta Momentum events. Jacob currently resides in downtown St. Louis.

  • CERTIFIED FINANCIAL PLANNER®

A WEALTH OF INFORMATION

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Third Quarter Investment Report – 2025

Third Quarter Investment Report – 2025

October 10, 2025

Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a ...

Monthly Recap – September 2025

Monthly Recap – September 2025

October 6, 2025

September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

Moneta Adds New Team with $262M AUM, Expanding Colorado Presence

October 1, 2025

ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...

Moneta Merges in New Jersey RIA, Expanding National Footprint 

Moneta Merges in New Jersey RIA, Expanding National Footprint 

September 16, 2025

ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...

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