Malcolm Leach
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Hemphill, TX 75948
Credentials
Series 63, Series 66
Industry experience
23 years
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
Fee options
$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)
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
524 Sabine Street
Hemphill, TX 75948
Most active in
Malcolm L has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Edward Jones
2002 - Present (24 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, Series 66
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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.
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