JL
JL

Jason Larch

17 Years of Experience
Clayton, MO
Broker

Jason Larch is a registered investment advisor at Morgan Stanley, based in Clayton, MO, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

7733 Forsyth Boulevard, Suite 2100, Clayton, MO, 63105

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Jason is the sole owner of Larch Developments LLC, a real estate property management company. He spends minimal time on this activity, primarily handling monthly accounting.

Employment History
Current Registrations
Morgan Stanley
September 2017 - Present · 8 yrs 8 mos
Morgan StanleyBroker
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2012 - September 2017 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2012 - September 2017 · 4 yrs 9 mos
Morgan Stanley
December 2010 - December 2012 · 2 yrs
Morgan StanleyBroker
November 2010 - December 2012 · 2 yrs 1 mo
Tnp Securities, LLCBroker
January 2010 - October 2010 · 9 mos
Ari Financial Services, INC.Broker
January 2009 - December 2009 · 11 mos
Dbsi Securities CorporationBroker
March 2008 - September 2008 · 6 mos
West Ridge Securities LLCBroker
February 2008 - March 2008 · 1 mo
State Registrations21 states
ALAZCACTFLGAIAIDILKSMAMIMONCNHNVNYSCTXVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Jason Larch - Financial Advisor | TrueAdvisor