Cka Jay A. Richardson Email & Phone Number

Founding Advisor @ Kingdom Wealth Stewards

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Cka Jay A. Richardson's Location

Los Angeles, CA, US

Cka Jay A. Richardson's Work

@ Inspire Advisors
Founding Advisor @ Kingdom Wealth Stewards
Founding Advisor Partner @ Newport Coast Wealth Management

Vice President, Senior Portfolio Manager @ Wilmington Trust
Vice President, Senior Portfolio Manager @ Bank of America
Institutional Fixed Income Portfolio Manager @ Payden & Rygel
Investment Consultant @ Wilshire Advisors LLC
Managing Consultant @ Pepperdine University
Financial Analyst Intern @ Federal Reserve Bank of San Francisco
Equity Quantitative Research Analyst @ OppenheimerFunds

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Cka Jay A. Richardson's Education

CFA Institute
Chartered Financial Analyst (CFA) (Investment Management)
1994 - 1997
Certified Financial Planner Board of Standards
Certified Financial Planner (CFP) (Financial planning, investment management)
2007 - 2008
Pepperdine Graziadio Business School
Master of Business Administration - MBA (Finance and Financial Management Services)
1992 - 1994

University of Houston
Bachelor of Science - BS (Business Administration and Management, General)
1987 - 1992

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Cka Jay A. Richardson's Skills

Private Wealth Management
Asset Allocation
Investment Management

Equity Management
Fixed Income Management
Alternative Investments
Leadership
Community Service
Social Networking
Wealth Management Services

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Cka Jay A. Richardson's Summary

Cka Jay A. Richardson, based in Los Angeles, CA, US, is currently a Founding Advisor at Kingdom Wealth Stewards, bringing experience from previous roles at Inspire Advisors, Newport Coast Wealth Management, Wilmington Trust and Bank of America Private Advisory Services. Cka Jay A. Richardson holds a 1994 - 1997 Chartered Financial Analyst (CFA) in Investment Management @ CFA Institute. With a robust skill set that includes Private Wealth Management, Asset Allocation, Investment Management, Equity Management, Fixed Income Management and more, Cka Jay A. Richardson contributes valuable insights to the industry.