Corey Richardson (CRD# 6663636) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Marrero, LA and has over 7 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | New Orleans, LA | Jan 2023 - Current | 1 |
| Jpmorgan Chase Bank, N.a. | New Orleans, LA | Jan 2023 - Current | 1 |
| Woodbury Financial Services, Inc. | New Orleans, LA | Jul 2018 - Jan 2023 | 4 |
| Bezou Financial Planning Group LLC | New Oreleans, LA | Jul 2018 - Jan 2023 | 4 |
| Capital One Advisors, LLC | New Orleans, LA | Dec 2016 - Jul 2018 | 1 |
| Capital One Investing, LLC | New Orleans, LA | Jun 2016 - Jul 2018 | 2 |
| Capital One Bank | New Orleans, LA | Jul 2006 - Jul 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- LA
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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