Jeffrey Larson has been Member/Iinvestment Advisor Representative/Chief Compliance Officer of 25 since March 2022, is a control person of the firm and directly owns between 25% and 50% of it.
25, LLC is a Saint Louis, MO firm with $545M under management, 505 clients and 8 advisers across 3 offices, as of its May 2026 filing.
Jeff Larson is a Partner and Financial Advisor at 25 Financial. He works with physicians and high-net-worth individuals and families on comprehensive wealth planning and access to specialized alternative investments, and takes a hands-on approach to investment due diligence, regularly traveling to meet the executive teams responsible for managing the investments he recommends.
Jeffrey Larson’s longest registration was 10 years at Larson Financial Group, LLC (2007–2017). Before joining 25 in 2022, Jeffrey Larson was registered through Arete Wealth Advisors, LLC and Larson Financial Group, LLC.
- Arete Wealth Advisors, LLC– · 6 yearsSt. Louis, MO · Adviser representative · Firm CRD 145488
- Larson Financial Group, LLC– · 10 yearsSaint Louis, MO · Adviser representative · Firm CRD 140599
- Financial Network Investment Corporation– · 4 yearsMinneapolis, MN · Adviser representative · Firm CRD 13572
- Marathon Advisors, Inc– · under a yearMinneapolis, MN · Adviser representative · Firm CRD 113696
Investment adviser representative registrations
Jeffrey Larson is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2022; the most recent is Missouri, in June 2022.
- MissouriSince 22 June 2022
- TexasResidentSince 31 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 December 2004 |
| Series 7 | General Securities Representative Examination | 16 October 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Scott Larson
- CRD
- 4836889
- Firm
- 25 · CRD 317916
- Role
- Member/Iinvestment Advisor Representative/Chief Compliance Officer
- Office
- 135 WEST ADAMS AVENUE, Saint Louis, MO 63122
- Registration
- Investment adviser registration
- In the industry since
- October 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- 25financial.com
Where does Jeffrey Larson work?
Jeffrey Larson has been Member/Iinvestment Advisor Representative/Chief Compliance Officer of 25, LLC since March 2022, and is a control person of the firm.
Is Jeffrey Larson a financial advisor?
Yes. Jeffrey Larson has a current investment-adviser registration in Missouri and Texas, through 25 since March 2022.
How many years of experience does Jeffrey Larson have?
Jeffrey Larson has 22 years in the financial industry, since October 2004, across 5 adviser firms.
What exams has Jeffrey Larson passed?
Jeffrey Larson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2004. FINRA credited Jeffrey Larson with the SIE, which began in October 2018.
Where did Jeffrey Larson work before 25?
Before 25, Jeffrey Larson was registered through Larson Financial Group, LLC, July 2007 to August 2017; Financial Network Investment Corporation, June 2006 to July 2010; Marathon Advisors, Inc, July 2005 to June 2006.
Where is Jeffrey Larson based?
Jeffrey Larson’s registered office is in Saint Louis, MO.
Is Jeffrey Larson registered with FINRA?
No. Jeffrey Larson has no current broker registration.
How can I verify Jeffrey Larson’s record?
Search CRD 4836889 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Larson’s full registration record.
