Jason Richter is a registered investment advisor at Rylander Richter, based in El Segundo, CA, with 23 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 90 clients with $85M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning and consulting services are offered for a flat fee, not exceeding $10,000. The fee is based on the scope and complexity of the engagement.
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.
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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.