Jay Richardson Email & Phone Number
Founder
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Jay Richardson Location
- Los Angeles, CA, US
Jay Richardson Work
- 2020 -now Founding Advisor Partner @
- 2020 -now Founder @ Kingdom Wealth Stewards
- 2018 -2020 Founder @
- 2004 -2017 Vice President, Senior Portfolio Manager @
- 2000 -2004 Vice President, Senior Portfolio Manager @
- 1997 -2000 Institutional Fixed Income Portfolio Manager @
- 1994 -1997 Investment Consultant @
- 1993 -1994 Managing Consultant @
- 1994 -1994 Financial Analyst Intern @
- 1994 -1994 Equity Quantitative Research Analyst @
- 1993 -1993 Financial Analyst @
- 1990 -1990 Account Executive Assistant @ Lehman Brothers
Jay Richardson Education
- Certified Financial Planner Board of Standards
Certified Financial Planner (CFP) (Financial planning, investment management)
2007-2008 - CFA Institute
Chartered Financial Analyst (CFA) (Investment Management)
1994-1997 - 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
Jay Richardson Skills
- Private Wealth Management
- Asset Allocation
- Investment Management
- Equity Management
- Fixed Income Management
- Alternative Investments
- Leadership
- Community Service
- Social Networking
- Wealth Management Services
- Fixed Income
- Strategic Financial Planning
- Portfolio Management
- Wealth Management
- Due Diligence
- Insurance
- Asset Management
- Finance
- Financial Markets
- Equities
- High Net Worth Individuals
- Investment Strategies
- Investments
- Series 7
- Financial Services
- Investment Advisory
- Retirement Planning
- Bonds
- 401k
- Hedge Funds
- Private Equity
- Securities
- CRM
- Financial Modeling
- Chartered Financial Analyst
- Estate Planning
- Mutual Funds
- Wealth
- Management
- Bloomberg
- Investment Banking
- Financial Advisory
- Capital Markets
- Retirement
- Trading
- Derivatives
- Valuation
- Institutional Investments
- Equity Research
- Financial Analysis
Jay Richardson Summary
- Jay Richardson, based in Los Angeles, CA, US, is currently a Founder at Kingdom Wealth Stewards. Jay Richardson brings experience from previous roles at Inspire Advisors, Newport Coast Wealth Management, Wilmington Trust and Bank of America Private Advisory Services. Jay Richardson holds a 2007 - 2008 Certified Financial Planner (CFP) in Financial planning, investment management @ Certified Financial Planner Board of Standards. With a robust skill set that includes Private Wealth Management, Asset Allocation, Investment Management, Equity Management, Fixed Income Management and more. Jay Richardson has 2 emails on RocketReach.
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