Jonathan Richard, financial advisor Kansas City MO
90 score

Jonathan Richard

CRD Number: 5915149
Current Firm: Columbia Management Investment Advisers, LLC

Jonathan Richard (CRD# 5915149) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Kansas City, MO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Columbia Management Investment Distributors Inc. Boston, MA Sep 2012 - Current 4
Fidelity Investments Merrimack, NH Apr 2011 - Sep 2012 1
Stratascale Sacramento, CA Jul 2009 - Mar 2011 1
Town Of Milton - Milton Community Schools Milton, MA Jun 2001 - Jul 2009 8
Umass - Amherst Amherst, MA Aug 2006 - May 2009 2
Granite Links Golf Course Quincy, MA Jun 2008 - Aug 2008 < 1
Delanos Amherst, MA Dec 2006 - Mar 2007 < 1
Rudolph Friedmann LLP Boston, MA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S65 NASAA Investment Advisors Law Examination Nov 2012
Contact Info for Jonathan E. Richard
Phone Number: 800-225-2365
Registered State(s):
  • IL
  • IA
  • KS
  • MO
  • MA
By the Numbers
  • Total Assets Under Management
    338,819
    MILLIONS
  • Total Number of Accounts
    8,954
    ACCOUNTS
  • Average Account Value
    $37,839,978
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
90
Clean Record
This advisor has a clean track record with regulators.

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