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Malcolm Sidney Leach

Advisor at Edward Jones — Hemphill, TX

Updated today

Credentials

Series 63, Series 66

Experience

24 years

Location

Hemphill, TX 75948

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Malcolm Leach is a financial advisor with Edward Jones in Hemphill, TX, holding Series 63 and Series 66 designations and having 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory work, he serves as president of the Gideons in San Augustine, TX, and is a board member of the Hemphill Lions Club, participating in their meetings and service projects. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Hemphill, TX

524 Sabine Street

Hemphill TX 75948

Advisors at this office

1

Most active in

Texas

Work history

24 years of industry experience

Edward Jones

2002 - Present • 24 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Hannah S

CFP®, Series 66

Many, LA

Edward Jones

Hannah Savell is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she had brief roles at Downhome Designs and a period of unemployment in 2017. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients and approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Business ownership considerations Business succession planning Founder/Business Owner
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Jeffrey P

Series 63, Series 65

Bronson, TX

Morgan Stanley

Jeffrey Pape is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009. Outside of his advisory role, he owns and operates Pape Farm, an agricultural business in Bronson, Texas, and manages a family cemetery property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support its financial planning process.

General estate planning guidance
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