Jeffrey M. Lang

SENESCHAL FAMILY OFFICE

Tacoma, WA 98403

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CRD#: 2512108

Professional summary

Jeffrey Mitchell Lang, CFP®, who also goes by Jeff M Lang, Jeff Lang, is a registered financial advisor currently at SENESCHAL FAMILY OFFICE located in Tacoma, Washington.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jeffrey has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff M Lang | Jeff Lang

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Mitchell Lang's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

March 26, 2012 - Present

SENESCHAL FAMILY OFFICE

Office #1: 2323 N. 30th Street Suite 200, Tacoma, WA 98403

RIA

CRD#: 131618

Tacoma, WA

Past

February 11, 2000 - January 17, 2012

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

TACOMA, WA

Past

December 6, 1995 - January 17, 2012

CHARLES SCHWAB & CO., INC.

CRD#: 5393

TACOMA, WA

Past

June 13, 1995 - December 17, 1996

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SENESCHAL FAMILY OFFICE

DUNCAN, JON MICHAEL | SENESCHAL FAMILY OFFICE | SENESCHAL ADVISORS, LLC | JON M. DUNCAN, CFP LLC | JON M. DUNCAN, CFP

CRD#: 131618 / SEC#: 801-100396

RIA

Registered Investment Advisory firm - (6/24/2015 Approved)

Washington

Registered Investment Advisory firm - (6/8/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(4/28/2022)

IAR

Texas
(4/28/2022)

IAR

Virginia
(4/28/2022)

IAR

Washington
(3/26/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/13/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/30/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/12/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 8/6/1999

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

SENESCHAL FAMILY OFFICE

DUNCAN, JON MICHAEL | SENESCHAL FAMILY OFFICE | SENESCHAL ADVISORS, LLC | JON M. DUNCAN, CFP LLC | JON M. DUNCAN, CFP

CRD#: 131618 / SEC#: 801-100396

RIA

Registered Investment Advisory firm - (6/24/2015 Approved)

Washington

Registered Investment Advisory firm - (6/8/2017 Terminated)

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Contact information

Main Address

2323 N. 30th Street Suite 200, Tacoma, WA 98403

Mailing Address

Phone number

(253) 460-3430

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (2/19/2025)

Regulatory assets under management

Total Number of Accounts	651
AUM (Assets Under Management)	$ 273,837,629

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey M. Lang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Mitchell Lang's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

SENESCHAL FAMILY OFFICE

State Registrations and Notice Filings

Exams

Series 65

Date: 8/13/1999

Series 63

Date: 6/30/1995

Series 7

Date: 6/12/1995

Series 8

Date: 8/6/1999

Current Firm

SENESCHAL FAMILY OFFICE

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SENESCHAL FAMILY OFFICE

TRUST BUT VERIFY

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