Joshua Richardson (CRD# 7664016) is an Investment Advisor Representative working at Jpr Financial in Temecula, CA and has 1 year of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2345668
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Richardson Financial Services, Inc. | Temecula, CA | Apr 2024 - Current | < 1 |
| Grape Wealth Management | Temecula, CA | Nov 2022 - Current | 1 |
| Grape Modern Wealth Management | Temecula, CA | Aug 2022 - Nov 2022 | < 1 |
| West Torrance High School | Torrance, CA | Apr 2021 - Jul 2022 | 1 |
| Richardson Technologies, Inc. | Temecula, CA | Dec 2016 - Apr 2021 | 4 |
| San Diego Christian College | San Diego, CA | Aug 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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