Jason Richter is a registered investment advisor at Rylander Richter, based in El Segundo, CA, with 24 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 95 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rylander Richter offers investment management through wrap fee programs, which bundle advisory and trading costs into a single fee. Specific percentage fee schedules and tier details are referenced in the firm's separate wrap fee regulatory filing.
Location
360 N Pacific Coast Highway, Suite 2000, El Segundo, CA, 90245
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jason acts as trustee for two family trusts, dedicating minimal time to each. He also serves on the financial committee for the Cote D' Azure HOA, consulting for the board of directors and spending minimal time per month.
Employment History
Current Registrations
Rylander Richter
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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