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Jake Faucett

Advisor

CPA, CFP®

Jake Faucett finds professional fulfillment in connecting with clients on a personal level and by consistently looking for ways to be of further service as an Advisor at Moneta.

Prior to transitioning to Moneta, Jake acquired multiple years of not only technical experience in financial advising, tax and estate planning, and investment strategy, but also developed valuable project and time management skills.

Jake earned his Master of Accounting and Bachelor of Science in Accounting from the University of Kansas and holds licenses as a Certified Public Accountant (CPA) and Certified Financial Planner™.

In the community, Jake serves as Treasurer for the Alpha Nu Educational Foundation, which awards academic scholarships to University of Kansas students and makes grants to the Alpha Nu Beta Theta Pi House Association for chapter house improvements that are educational in nature. He is also a member of the Church of the Resurrection and attends various volunteer initiatives within the church, primarily events within the congregational care community.

Away from work, Jake loves to watch and play sports. He is a Chiefs, Royals, KU basketball and KU football fan. He plays recreational soccer with friends, pickleball, and golf on weekends. He also enjoys reading, traveling to the Lake of the Ozarks with friends and family, and taking his black lab, Duke, to the local dog park.

EDUCATION

  • B.S., Accountancy, University of Kansas
  • M.S., Accountancy, University of Kansas

PROFESSIONAL DEVELOPMENT

  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER® (CFP®)

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

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...

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

Small Caps and Private Equity: Headwinds, Opportunities, and the Role of Diversification

September 11, 2025

Tim Side, CFA It is found that smaller firms have had higher risk adjusted returns, on average, than l...

Monthly Recap – August 2025

Monthly Recap – August 2025

September 5, 2025

August Observations Broadening the Rally U.S. equities rose in August, but leadership shifted from tec...

Game of “Thrones”:  The Standoff between Trump and Powell

Game of “Thrones”:  The Standoff between Trump and Powell

August 7, 2025

Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...

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