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Evan Richardson

J.P. Morgan Securities LLC

Colorado Springs, CO

CRD 6572574

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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-03-13
TX RA APPROVED 2024-03-13
  • CO RA
    APPROVED
    Since 2024-03-13
  • TX RA
    APPROVED
    Since 2024-03-13

Branch Locations

402 N Tejon St, Colorado Springs, CO 80903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. Colorado Springs CO 08/2017 05/2019
Jpmorgan Chase Bank, N.A. Colorado Springs CO 05/2019 10/2019
Jpmorgan Chase Bank, N.A. Colorado Springs CO 10/2019 Present
J.P. Morgan Securities Llc Colorado Springs CO 10/2019 Present
Us Bancorp Colorado Springs CO 06/2016 05/2017
Unemployed Colorado Springs CO 05/2017 08/2017
  • 08/2017 → 05/2019
    Jpmorgan Chase Bank, N.A.
    Colorado Springs, CO
  • 05/2019 → 10/2019
    Jpmorgan Chase Bank, N.A.
    Colorado Springs, CO
  • 10/2019 → Present
    Jpmorgan Chase Bank, N.A.
    Colorado Springs, CO
  • 10/2019 → Present
    J.P. Morgan Securities Llc
    Colorado Springs, CO
  • 06/2016 → 05/2017
    Us Bancorp
    Colorado Springs, CO
  • 05/2017 → 08/2017
    Unemployed
    Colorado Springs, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-06
  • S66 Uniform Combined State Law Examination
    2024-03-06
Other Names
  • Evan Richardson
  • Evan Price Richardson

View on SEC IAPD

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Nearby Investors

KARLA ROSS
TROY CARLSON
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Nearby Offices

LPL FINANCIAL LLC · COLORADO SPRINGS, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COLORADO SPRINGS, CO
SEAMOUNT FINANCIAL GROUP INC · COLORADO SPRINGS, CO

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