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Member/iinvestment Advisor Representative/chief Compliance Officer · 25 Financial

Jeffrey S. Larson

CRD 4836889 · Named on Form ADV at one SEC-registered adviser

At a glance

25 Financial, an SEC-registered wealth manager based in Saint Louis, MO with $545 million in regulatory assets, lists Jeffrey S. Larson on its Form ADV as Member/iinvestment Advisor Representative/chief Compliance Officer, a control person.

Firms and roles

  • 25 FinancialMember/iinvestment Advisor Representative/chief Compliance OfficerWealth manager · Saint Louis, MO · $545M in regulatory assets

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.