Jayson
Leach

Russell Investments

CRD#5830839
Investment Advisor
in Seattle, WA

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About this Advisor

Jayson Leach is a financial advisor based in Seattle, Washington, working with Russell Investments. Jayson has previously held positions at Jp Morgan Chase Bank Na, J.P. Morgan Securities LLC, and Russell Investments. Jayson has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Washington. Currently, Jayson is part of Russell Investments, which operates out of Seattle, Washington. The firm has 2 offices and 653 employees. The firm manages assets totaling $52.5 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Russell Investments includes asset-based, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

1301 Second Avenue 18Th Floor
Seattle, WA 98101

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Russell Investments Brokerage Details

Total Assets Under Management

$52,480,583,056

WA Average: $3,566,627,242
Total Number of Employees

653

WA Average: 46
Total Number of Accounts

70,944

WA Average: 1,499
Average Account Size

$739,747

WA Average: $2,379,338

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jayson Leach Work History

2014 - Present (10 years)

Russell Investments

2012 - 2014 (2 years)

J.P. Morgan Securities LLC

2010 - 2014 (4 years)

Jp Morgan Chase Bank Na

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Disclosures

Please visit the SEC profile of Jayson Leach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Russell Investments

Kevin Mcauliffe
Milwaukee, WI
Benjamin L'Empereur
Milwaukee, WI
Jared Hare
Milwaukee, WI
Jack Swingle
West Des Moines, IA
Jeffrey Christiansen
Milwaukee, WI
Gregory Grocholski
Milwaukee, WI
Derek Hart
Seattle, WA
Alexander Russo
Seattle, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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