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Jason Sandry

Partner

CFP®

Jason Sandry works with clients to help them identify the mission behind their wealth and work towards optimizing each part. Often clients come to the firm having a solid grasp of their financial life, but Jason enjoys bringing it all together into a cohesive financial plan that drives the decision-making process. He enjoys forming long-lasting relationships with his clients as they collaborate towards their goals.

Jason joined Moneta as a Partner in 2023 so he could leverage the large-scale resources of a national firm while enhancing the personal attention he gives to clients. He began his career at a private wealth firm in Denver where he focused on investment analysis, high-volume trading, and public and private investment due diligence. After several years in financial services, he slowly gravitated toward the financial planning side of the industry, and he ultimately received his CERTIFIED FINANCIAL PLANNER® designation in 2015.

Jason earned his B.S.B.A with a concentration in Finance from Colorado State University, where he was a Daniels Scholar.

Away from work, Jason and his wife are proud parents of two children with another on the way. They spend much of their time riding bikes and hiking with the kids. Jason also enjoys playing golf, pickleball, and soccer. He considers himself a lifelong student and is an avid reader.

  • CERTIFIED FINANCIAL PLANNER®
  • Series 65 License

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Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

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