Jesse Richardson (CRD# 7656697) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Thornton, CO and has 1 year of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jesse Richardson Insurance Agency | Thornton, CO | Jul 2023 - Current | < 1 |
| State Farm Investment Management Corp | Thornton, CO | Mar 2023 - Current | 1 |
| State Farm Vp Managment Corp | Thornton, CO | Jan 2023 - Current | 1 |
| Jlr Agency, LLC | Lochbuie, CO | Jul 2021 - Current | 2 |
| State Farm Insurance | Thornton, CO | Jan 2023 - Jun 2023 | < 1 |
| State Farm Vp Managment Corp | Lochbuie, CO | Dec 2022 - Jan 2023 | < 1 |
| State Farm Insurance | Lochbuie, CO | Dec 2022 - Jan 2023 | < 1 |
| A New Era Mechanical, LLC | Lochbuie, CO | Nov 2020 - Dec 2022 | 2 |
| Brett Holland's State Farm Office | Pueblo, CO | May 2019 - Nov 2020 | 1 |
| Tuesday Morning | Pueblo, CO | Aug 2016 - May 2019 | 2 |
| Us Health Advisors - Richardson Division | Maumelle, AR | May 2018 - Dec 2018 | < 1 |
| Adam's 5 Star Schools - Veterans Memorial Aquatic Center | Thornton, CO | Feb 2013 - Apr 2018 | 5 |
| Ruby Tuesday | Pueblo, CO | Aug 2017 - Jan 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- CO
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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