Jay Richardson Location
Los Angeles, CA, US
Jay Richardson Work
- 2020 - now Founding Advisor Partner @ Inspire Advisors
- 2020 - now Founder @ Kingdom Wealth Stewards
- 2018 - 2020 Founder @ Newport Coast Wealth Management
- 2004 - 2017 Vice President, Senior Portfolio Manager @ Wilmington Trust
- 2000 - 2004 Vice President, Senior Portfolio Manager @ Bank of America
- 1997 - 2000 Institutional Fixed Income Portfolio Manager @ Payden & Rygel
- 1994 - 1997 Investment Consultant @ Wilshire Advisors LLC
- 1993 - 1994 Managing Consultant @ Pepperdine University
- 1994 - 1994 Financial Analyst Intern @ Federal Reserve Bank of San Francisco
- 1994 - 1994 Equity Quantitative Research Analyst @ OppenheimerFunds
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
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 1 emails on RocketReach.
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