J.R Richardson's Location
Lehi, UT, US
J.R Richardson's Work
- Regional Vice President, Managed Accounts @ Fidelity Investments
- Vice President, Regional Planning Consultant @ Fidelity Investments
- Vice President, Senior Account Executive @ Fidelity Investments
- Senior Investment Consultant @ Fidelity Investments
- Retirement Planner, Senior Investment Consultant @ Fidelity Investments
J.R Richardson's Education
- University of Utah - David Eccles School of Business
Executive MBA (Business Administration and Management)
2016 - 2018 - College for Financial Planning
Certified Financial Planner (CFP)
2009 - 2011 - Westminster University
FINANCE (BUSINESS, ACCOUNTING)
1999 - 2002
J.R Richardson's Skills
- Series 7
- Investments
- Mutual Funds
- Financial Services
- Wealth Management
- Retirement Planning
- Leadership
- Series 63
- Finance
- Financial Analysis
J.R Richardson's Summary
j.r Richardson, based in Lehi, UT, US, is currently a Regional Vice President, Managed Accounts at Fidelity Investments, bringing experience from previous roles at Fidelity Investments. j.r Richardson holds a 2016 - 2018 Executive MBA in Business Administration and Management @ University of Utah - David Eccles School of Business. With a robust skill set that includes Series 7, Investments, Mutual Funds, Financial Services, Wealth Management and more, j.r Richardson contributes valuable insights to the industry. j.r Richardson has 2 emails on RocketReach.
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