Jennifer Richards, financial advisor Boca Raton FL
96 score

Jennifer Richards

CRD Number: 5499800
Current Firm: J.p. Morgan Securities LLC

Jennifer Richards (CRD# 5499800) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Boca Raton, FL and has over 8 years of experience in the finance industry. Jennifer Richards has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
J.p. Morgan Securities LLC Deerfield Beach, FL Oct 2012 - Current 4
Jpmorgan Chase Bank Na Coconut Creek, FL Mar 2011 - Current 5
Broward College Dania Beack, FL Mar 2010 - Jan 2016 5
Chase Investment Services Corp Coconut Creek, FL May 2011 - Oct 2012 1
Fifth Third Securities Naples, FL Feb 2008 - Mar 2011 3
Fifth Third Naples, FL Dec 2007 - Mar 2011 3
Keystone Mortgage Naples, FL May 2004 - Dec 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Jennifer L. Richards
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • FL
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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