Cassandra RichardsonCRD Number: 5538227
Current Firm: J.p. Morgan Securities LLC
Cassandra Richardson (CRD# 5538227) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Houston, TX and has over 8 years of experience in the finance industry.
Linscomb & Williams
The Goff Financial Group
|J.p. Morgan Securities LLC||Pasadena, TX||Oct 2012 - Current||4|
|Jpmorgan Chase Bank Na||Pearland, TX||Mar 2010 - Current||7|
|Chase Investment Services Corp||Pearland, TX||Mar 2010 - Oct 2012||2|
|Edward Jones||St. Louis, MO||May 2009 - Feb 2010||< 1|
|Law Office Of Hilda L. Sibrian||Houston, TX||May 2007 - May 2009||2|
|University Of Houston Main Campus||Houston, TX||Aug 2004 - May 2009||4|
|Edward Jones||St. Louis, MO||May 2008 - Aug 2008||< 1|
|University Of Houston Center For Public Policy||Houston, TX||Mar 2005 - Sep 2007||2|
|Bargain Network||Houston, TX||Mar 2007 - May 2007||< 1|
|Arbitron Radio Ratings||Houston, TX||Feb 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2009|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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