Corey Richardson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2006 → 07/2018
  Capital One Bank
  New Orleans, LA
• 06/2016 → 07/2018
  Capital One Investing, Llc
  New Orleans, LA
• 12/2016 → 07/2018
  Capital One Advisors, Llc
  New Orleans, LA
• 07/2018 → 01/2023
  Woodbury Financial Services, Inc.
  New Orleans, LA
• 01/2023 → Present
  J.P. Morgan Securities Llc
  New Orleans, LA
• 01/2023 → Present
  Jpmorgan Chase Bank, N.A.
  New Orleans, LA
• 07/2018 → 01/2023
  Bezou Financial Planning Group Llc
  New Oreleans, LA

Previous Registrations

• 2018-07-11 → 2023-01-11
  Woodbury Financial Services, Inc.
  New Orleans, LA
  New Orleans, LA
• 2017-02-22 → 2018-07-11
  Capital One Advisors, Llc
  New Orleans, LA
  Mclean, VA
  New Orleans, LA
  Harvey, LA

Exams

• S66 Uniform Combined State Law Examination
  2016-12-20

Other Names

• Corey Richardson
• Corey R Richardson
• Corey Reid Richardson