Richard Fisher Jr, financial advisor Wilsonville OR
89 score

Richard Fisher Jr

CRD Number: 6185992
Current Firm: J.p. Morgan Securities LLC

Richard Fisher Jr (CRD# 6185992) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wilsonville, OR and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Portland, OR Mar 2016 - Current < 1
Morgan Stanley Private Bank, National Association Portland, OR Jan 2015 - Mar 2016 1
Morgan Stanley Portland, OR Dec 2013 - Mar 2016 2
Unemployed Portland, OR Sep 2013 - Dec 2013 < 1
Waddell & Reed Inc. Portland, OR Jul 2013 - Sep 2013 < 1
Morgan Stanley Portland, OR Apr 2013 - Jun 2013 < 1
Ibm Herndon, VA Jul 2012 - Apr 2013 < 1
Unemployed Arlington, VA May 2012 - Jul 2012 < 1
Macro Solutions Arlington, VA Jul 2011 - May 2012 < 1
Lgs, Inc. Vancouver, WA Sep 2010 - Jul 2011 < 1
Washington State University Vancouver Vancouver, WA Aug 2009 - May 2011 1
Red Lobster Vancouver, WA Nov 2007 - Jul 2010 2
Unemployed Vancouver, WA Jan 2007 - Nov 2007 < 1
Columbia Machine Vancouver, WA Jun 2005 - Jan 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Richard W. Fisher Jr
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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