
Monthly Recap – September 2025
October 6, 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...
Jordan Warners serves Moneta clients as an Advisor on the Kittner Team, bringing a thoughtful and comprehensive approach that emphasizes exceptional service. He joined Moneta in 2024, inspired by the firm’s commitment to going further for clients and supporting them through life’s complexities.
Jordan previously spent four years as an Advisor at Northwestern Mutual, where he built his practice from the ground up. This experience introduced him to holistic financial planning and the rigorous standards of the CFP® designation, which he earned in 2025. Earlier in his career, Jordan worked in fine dining and wine importing, gaining valuable insights into hospitality, service, and business management.
Jordan earned his Bachelor of Arts in Interdisciplinary Studies in Social Science and Anthropology from Michigan State University.
Married with three children, Jordan and his family love living in Chicago. They are active in their school community, enjoy sports, and explore the city’s vibrant dining and music scenes. Jordan is passionate about food, wine, and music. He enjoys attending concerts and playing music with family and friends.
Jordan’s passion project outside of his work at Moneta is helping run Ulu Kona Coffee, a Hawaiian coffee company that reflects his love for travel and new experiences. Hawaii has become a frequent travel destination and source of inspiration for his whole family.
Dive into the latest insights from our expert team with our personal touch.
October 6, 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...
October 1, 2025
ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...
September 16, 2025
ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...