Verified recordInvestment Management

Jeffrey Larson

Managing Partner and Co-founder at 25 Financial

Based in St Louis, United States

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Seniority

C-Team

Department

General Business & Management

Location

St Louis

Industry

Investment Management

Company size

17

Contact information

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Email

1 credit

j•••••••@25financial.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Jeffrey Larson

I have a unique approach to managing my clients wealth. I believe every portfolio needs to have a percentage allocated to “racehorse” opportunities that can bring the kind of returns to drive out-performance. I am fortunate to have creative and carefully-vetted partnerships that bring alternative investment opportunities to my clients they cannot get elsewhere. To evaluate investment opportunities, we use an extensive due diligence model, adapted from some of the top private equity firms in the industry. Securities offered through Arete Wealth Management, LLC, member FINRA, SIPC and NFA. Investment advisory services offered through Arete Wealth Advisors, LLC, an SEC Registered Investment Advisor.

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