Partner
CurrentFamily CFO Services, Investment, Estate, Tax, and Philanthropic Planning, Family Office Services
Apr 2023 - Present
AeroLeads people directory · profile
Jason Sandry, Cfp® Email & Phone Number
Partner at Moneta Group - The Everland Sandry Team
at
Moneta Group
1 work email found
@aveocapital.com
1 phone found area 720
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner at Moneta Group - The Everland Sandry Team
Location
Denver, Colorado, United States
Company size
Who is Jason Sandry, Cfp®? Overview
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Quick answer
Jason Sandry, Cfp® is listed as Partner at Moneta Group - The Everland Sandry Team at Moneta Group, a with 345 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at aveocapital.com, phone signal with area code 720, and a matched LinkedIn profile for Jason Sandry, Cfp®.
Jason Sandry, Cfp® previously worked as Partner at Moneta Group and Partner at Iwp Wealth - Private Client Advisors. Jason Sandry, Cfp® holds Bs, Finance-Investment Analysis from Colorado State University.
Company email context
Email format at Moneta Group
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*@aveocapital.com
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AeroLeads found 1 current-domain work email signal for Jason Sandry, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jason Sandry, Cfp®
I engage with clients to help identify the mission behind their wealth and to spotlight areas where we can optimize together. Taking these collaborative conversations and plans and helping get them to execution is a fulfilling and exciting part of what I do every day. I joined Moneta as a Partner in 2023 so I could leverage the large-scale resources of a national firm while enhancing the personal attention I provide to my clients. I began my career at a private wealth firm in Denver where I focused on investment analysis, high-volume trading, and public and private investment due diligence. After several years in financial services, I found myself gravitating toward the financial planning side of the industry, and ultimately received the Certified Financial Planner (TM) designation in 2015. I earned my B.S.B.A with a concentration in Finance from Colorado State University, where I was a Daniels Scholar.Away from work, my wife and I are proud parents of three beautiful young children. We spend much of our time riding bikes and hiking with the kids. I also enjoy playing golf, pickleball, and soccer. I consider myself a lifelong student and an avid reader.
Listed skills include Investments, Bloomberg, Series 7, Excel, and 5 others.
Current workplace
Jason Sandry, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Moneta Group
8 roles
Jason Sandry, Cfp® work experience
A career timeline built from the work history available for this profile.
Partner
Iwp Wealth - Private Client Advisors
Jan 2017 - May 2023
Private Wealth Advisor
Mar 2016 - Dec 2016
Financial Analyst
May 2014 - Mar 2016
Financial Analyst
Capital Investment Management
As part of the operations team who support the wealth advisors, I am in charge of the following:-All trading activity for all CIMCO accounts, including rebalancing of investment strategies-Due diligence in regards to changes to investment portfolios -Participating in investment managers conference calls and vetting new investment instruments-Continuously monitoring current investments including performance reporting-Assisting in building client allocation proposals and… Show more As part of the operations team who support the wealth advisors, I am in charge of the following:-All trading activity for all CIMCO accounts, including rebalancing of investment strategies-Due diligence in regards to changes to investment portfolios -Participating in investment managers conference calls and vetting new investment instruments-Continuously monitoring current investments including performance reporting-Assisting in building client allocation proposals and financial plans-Business processing for client accounts Show less
May 2012 - May 2014
Risk Officer
Summit Investment Fund
Risk Officer-Developed risk metrics for portfolio analysis including portfolio beta, R 2, standard deviation, tracking error-Presented findings and portfolio risk performance to fund advisors and membersBasic Materials Analyst-Analyzed markets and modeling cash flows to pitch buy and sell suggestions to fund-Built discounted cash flow models to find value of investment-Researched company financial statements to find relevant figures and forecasts
Dec 2011 - May 2012
Psc Intern
-Developed a successful trade accuracy project that enhanced process performance to mitigate risk-Managed Business Process Improvement project for high net worth clients at risk-Utilized BPI tools including Lombardi Blueprint Process Mapping and SigmaXL
Jun 2011 - Aug 2011
Executive Management Internship
-Led a team of over 250 members in a store with over $45 million in revenues annually-Developed a project that reduced absenteeism by 50% storewide
Jun 2010 - Aug 2010
Team & coworkers
Colleagues at Moneta Group
Other employees you can reach at monetagroup.com. View company contacts for 345 employees →
CD
Carolyn Duggan
Colleague at Moneta GroupSt Louis, Missouri, United States
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BF
Ben Franz
Colleague at Moneta GroupSt Louis, Missouri, United States
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DP
Drilon Podrimaj
Colleague at Moneta GroupKosovo, United States
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MV
Mike Vredenburgh, Cfp®, Aif®, Chfc®
Colleague at Moneta GroupSt Louis, Missouri, United States
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LM
Luke Mckenzie
Colleague at Moneta GroupUnited States
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NW
Nicholas Warren, Cfp®
Colleague at Moneta GroupSt Louis, Missouri, United States
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HF
Heather Fox
Colleague at Moneta GroupSt Louis, Missouri, United States
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BS
Bobby Schafer, Cfp®
Colleague at Moneta GroupLadue, Missouri, United States
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KW
Kelly Williams
Colleague at Moneta GroupBallwin, Missouri, United States
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LR
Libby Roth
Colleague at Moneta GroupGreater St. Louis, United States
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Carolyn Duggan
Colleague at Moneta GroupSt Louis, Missouri, United States
View →
BF
Ben Franz
Colleague at Moneta GroupSt Louis, Missouri, United States
View →
DP
Drilon Podrimaj
Colleague at Moneta GroupKosovo, United States
View →
MV
Mike Vredenburgh, Cfp®, Aif®, Chfc®
Colleague at Moneta GroupSt Louis, Missouri, United States
View →
LM
Luke Mckenzie
Colleague at Moneta GroupUnited States
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NW
Nicholas Warren, Cfp®
Colleague at Moneta GroupSt Louis, Missouri, United States
View →
HF
Heather Fox
Colleague at Moneta GroupSt Louis, Missouri, United States
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BS
Bobby Schafer, Cfp®
Colleague at Moneta GroupLadue, Missouri, United States
View →
KW
Kelly Williams
Colleague at Moneta GroupBallwin, Missouri, United States
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LR
Libby Roth
Colleague at Moneta GroupGreater St. Louis, United States
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3 education records
Jason Sandry, Cfp® education
Bs, Finance-Investment Analysis
Certified Financial Planner®
Education record
John Cabot University
FAQ
Frequently asked questions about Jason Sandry, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jason Sandry, Cfp® work for?
Jason Sandry, Cfp® works for Moneta Group.
What is Jason Sandry, Cfp®'s role at Moneta Group?
Jason Sandry, Cfp® is listed as Partner at Moneta Group - The Everland Sandry Team at Moneta Group.
What is Jason Sandry, Cfp®'s email address?
AeroLeads has found 1 work email signal at @aveocapital.com for Jason Sandry, Cfp® at Moneta Group.
What is Jason Sandry, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 720 for Jason Sandry, Cfp® at Moneta Group.
Where is Jason Sandry, Cfp® based?
Jason Sandry, Cfp® is based in Denver, Colorado, United States while working with Moneta Group.
What companies has Jason Sandry, Cfp® worked for?
Jason Sandry, Cfp® has worked for Moneta Group, Iwp Wealth - Private Client Advisors, Aveo Capital Partners, Llc, Aveo Capital Partners, and Capital Investment Management.
Who are Jason Sandry, Cfp®'s colleagues at Moneta Group?
Jason Sandry, Cfp®'s colleagues at Moneta Group include Carolyn Duggan, Ben Franz, Drilon Podrimaj, Mike Vredenburgh, Cfp®, Aif®, Chfc®, and Luke Mckenzie.
How can I contact Jason Sandry, Cfp®?
You can use AeroLeads to view verified contact signals for Jason Sandry, Cfp® at Moneta Group, including work email, phone, and LinkedIn data when available.
What schools did Jason Sandry, Cfp® attend?
Jason Sandry, Cfp® holds Bs, Finance-Investment Analysis from Colorado State University.
What skills is Jason Sandry, Cfp® known for?
Jason Sandry, Cfp® is listed with skills including Investments, Bloomberg, Series 7, Excel, Valuation, Morningstar Office, Series 66, and Constant Contact.
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