Monthly Recap – July 2026
August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...
Jerrod Anderson
Advisor
CFP®, CFA
As an Advisor, Jerrod Anderson works to build deep relationships with successful families and institutions to develop customized solutions to fit their unique and complex needs. Jerrod also leads the Finerty Team’s Investment Committee, which is responsible for the team’s investment strategy and managing institutional portfolios.
Jerrod earned his B.S. in Economics from the United States Naval Academy. Upon graduation, Jerrod served as a Marine Corps Officer, leading a number of different teams both within the United States and Afghanistan. Following his military service, Jerrod completed the MBA program at the Olin Business School at Washington University in St. Louis. Jerrod then joined Edward Jones and served as the Product Leader for the firm’s Cash Sweep Program, a multibillion-dollar cash management and investment program. Jerrod joined Moneta in 2023.
Outside of work, Jerrod lives in Webster Groves and spends his time with his wife Anna and their three sons.
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Analyst®
- CFA Society of St Louis, Member
- Series 65 Licensed
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Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding
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