Jeffrey Larson
Jeffrey Larson is a registered investment advisor at 25 Financial, based in Saint Louis, MO, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 505 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.90% |
Asset management fees for some types of investments such as alternative investments may be charged at up to 2.00% annual fee due to the complexity involved in advising these types of assets. The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
135 West Adams Avenue, Saint Louis, MO, 63122
Get directionsHistory
Regulatory History (8)
Customer Dispute
June 2025Customer Dispute
May 2025Civil
January 2025Regulatory
January 2025Investigation
January 2025Customer Dispute
February 2024Employment Separation After Allegations
October 2023Customer Dispute
May 2021Other Business ActivitiesSells Insurance
Jeffrey is the owner/insurance agent for Jeffrey Larson, LLC, selling fixed insurance since 2005, dedicating minimal time. He also owns a real estate holding company and The Office Club, LLC, and is a board member of The Office Social Club, LLC DBA Atmos, spending minimal time on these activities.
Employment History
Current Registrations
25 Financial
Previous Registrations
Arete Wealth Management, LLCBroker
Arete Wealth Advisors, LLC
Larson Financial Securities, LLCBroker
Larson Financial Group, LLC
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Marathon Advisors, INC
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
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.