JR
CFA · CFP
JR
CFA · CFP

Jay Allen Richardson

10 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
54 advisors
Number of Clients
3,809 clients
Average Client Portfolio
$271K average
Assets Under Management
$1.0B

Fee Structure

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Location

3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jay is the owner and rancher of Kunkel Circle K Ranch, LLC, receiving mineral royalties. He spends minimal time on oversight and tax reporting for this business.

Employment History
Current Registrations
Inspire Advisors, LLC
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Mutual Advisors, LLC
March 2018 - May 2019 · 1 yr 2 mos
Wilmington Trust Investment Management
February 2005 - January 2008 · 2 yrs 11 mos
State Registrations3 states
CANVTX
Advisor
Exams
No exam information available for this advisor.
Jay Allen Richardson - Financial Advisor | TrueAdvisor