Jason Richmond (CRD# 7254011) is an Investment Advisor Representative working at Pruitt Richmond Wealth Management LLC in Estero, FL and has over 3 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Pruitt Richmond Wealth Management | Estero, FL | Jan 2023 - Current | 1 |
Pruitt Cordell And Associates | Estero, GA | Dec 2022 - Current | 1 |
Northwestern Mutual | Estero, FL | Jun 2020 - Dec 2022 | 2 |
Sandhill Environmental Services | Arcadia, FL | Jul 2015 - Jun 2020 | 4 |
Tech Data | Clearwater, FL | Oct 2014 - Jun 2015 | < 1 |
University Of Florida | Gainesville, FL | Jan 2014 - Aug 2014 | < 1 |
University Of Florida | Gainesville, FL | Aug 2010 - Aug 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2020 |
S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- FL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$97,604
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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