Advisor at Bison Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bison Financial Group, LLC
Location
Creve Coeur, MO 63141
Credentials
CFP®, Series 66
Industry experience
12 years
Jordan St Clair is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Bison Financial Group, LLC, where he has worked since 2023. His prior experience includes roles at The Worley Banks Group, RFG Advisory, LLC, and NYLife Securities LLC. Bison Financial Group provides investment advisory and portfolio management services primarily to individuals and high-net-worth clients. The firm customizes investment strategies based on client objectives, time horizon, and risk tolerance, employing a variety of approaches including strategic asset allocation and both long- and short-term trading.
$0 - $499,999: 1.25% $500,000 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $4,000,000: 0.80% $4,000,001+: 0.70%
Fee-only: Annual fees range from 0.70% - 1.25% based on asset tier, charged monthly in arrears.
12645 Olive Boulevard, Suite 229
Creve Coeur, MO 63141
Illinois · Missouri · Texas
Bison Financial Group, LLC
2023 - Present (3 years)
The Worley Banks Group
2020 - 2023 (3 years)
RFG Advisory, LLC
2019 - 2020 (1 year)
Private Client Services
2019 - 2020 (1 year)
NYLife Securities Llc
2018 - 2019 (1 year)
UnEmployed
2018 - 2018 (1 year)
MD Wealth Partner
2017 - 2018 (1 year)
Larson Financial Group, LLC
2015 - 2017 (2 years)
Larson Financial
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Fenton, MO
Midwest Investment Advisors, LLC
Series 63, Series 65
Chesterfield, MO
Mills Barrington Advisors, LLC.
Series 65
Saint Louis, MO
Midwest Advisors LLC
ChFC®, Series 63
O' Fallon, MO
JM Lotshaw Consulting
Series 63, Series 65
Chesterfield, MO
Premier Wealth Advisory Services, Inc.
Series 66
St. Peters, MO
Durham Wealth Management, LLC
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