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Pat Jordan

Advisor

CFP®, CRPC™

Pat works with a select group of clients to help them, build, manage, protect and transition their wealth. As a Chartered Retirement Planning CounselorSM and CERTIFIED FINANCIAL PLANNER® professional, Pat takes a goal-based approach to investment planning. Once goals are determined, Pat helps his clients create and implement a fluid plan that will help his clients achieve their goals. On an ongoing basis, Pat and his clients review and tailor their plan to ensure it is staying in-line with their wants and needs.

Pat graduated from the University of Missouri with a Bachelor’s Degree of Science in Business Administration, with emphasis areas in finance, banking, and real estate. Prior to joining Moneta, Pat spent three years with Wells Fargo Advisors.

Outside of work, Pat loves all thing Saint Louis sports. Pat also enjoys playing golf, softball and being active outdoors with his dog.

  • CERTIFIED FINANCIAL PLANNER®

A WEALTH OF INFORMATION

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Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

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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