Eric D 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

• 08/2013 → 07/2020
  Jp Morgan Securities Llc
  Salt Lake City, UT
• 07/2020 → Present
  J.P. Morgan Securities Llc
  South Jordan, UT
• 07/2020 → Present
  Jpmorgan Chase Bank, N.A.
  South Jordan, UT

Previous Registrations

• 2006-11-29 → 2012-10-01
  Chase Investment Services Corp.
  Seattle, WA
  Seattle, WA
  Seattle, WA
  Seattle, WA
  Seattle, WA
  Seattle, WA
  Woodinville, WA
  Bothell, WA
  Snohomish, WA
  Bothell, WA
  Renton, WA
  Tukwila, WA
  Seattle, WA
  Bothell, WA
  Seattle, WA
  University Place, WA
  Kirkland, WA
  Sammamish, WA
  West Jordan, UT
  South Jordan, UT
  Riverton, UT
  Snohomish, WA
  Lynnwood, WA
  Tacoma, WA
  Gig Harbor, WA
  Woodinville, WA
  Lynnwood, WA
  Vashon, WA
  Kirkland, WA
  Sequim, WA
  Bellingham, WA
  Mount Vernon, WA
  Bellingham, WA
  Port Angeles, WA
  Everett, WA
  Snohomish, WA
  Seattle, WA
  Everett, WA
  Silverdale, WA
  Bellingham, WA
  Marysville, WA
  Seattle, WA
  Bellingham, WA
  Bremerton, WA
  Seattle, WA
  Kirkland, WA
  Lynnwood, WA
  Tacoma, WA
  Snohomish, WA
  Everett, WA
  Redmond, WA
  Everett, WA
  Bellevue, WA
  Seattle, WA
  Monroe, WA
  Freeland, WA
  Bellevue, WA
  Port Orchard, WA
  Lynnwood, WA
  Edmonds, WA
  Seattle, WA
  Seattle, WA
  Kenmore, WA
  Tacoma, WA
  Arlington, WA
  Gig Harbor, WA
  Shoreline, WA
  Belfair, WA
  Bremerton, WA
  Port Townsend, WA
  Arlington, WA
  Kirkland, WA
  Seattle, WA
  Mukilteo, WA
  Lake Forest Park, WA
  Mill Creek, WA
  Redmond, WA
  Lake Stevens, WA
  Burlington, WA
  Bainbridge Island, WA
  Stanwood, WA
  Edmonds, WA
  Poulsbo, WA
  Everett, WA
  Port Orchard, WA
  Issaquah, WA
  West Jordan, UT
  Snohomish, WA
  Issaquah, WA
  Renton, WA
  Seattle, WA
  Lacey, WA
  Seattle, WA
  Federal Way, WA
  Seattle, WA
  Seattle, WA
  Bellevue, WA
  Sammamish, WA
  Des Moines, WA
  Enumclaw, WA
  Sumner, WA
  Seattle, WA
  Des Moines, WA
  Seattle, WA
  Auburn, WA
  Auburn, WA
  Cheney, WA
  Kent, WA
  Seattle, WA
  Renton, WA
  Bellevue, WA
  Seattle, WA
  Renton, WA
  Burien, WA
  Seattle, WA
  Seattle, WA
  Newcastle, WA
  Puyallup, WA
  Puyallup, WA
  Kirkland, WA
  Seattle, WA
  Seattle, WA
  Seattle, WA
  Seatac, WA
  Burien, WA
  Seattle, WA
  Seattle, WA
  Seattle, WA
  Bothell, WA
  Maple Valley, WA
  Tacoma, WA
  Covington, WA
  Seattle, WA
  Seattle, WA
  Federal Way, WA
  Seattle, WA
  Seattle, WA
  Issaquah, WA
  Puyallup, WA
  Aberdeen, WA
  Chehalis, WA
  Renton, WA
  Seattle, WA
  Bellevue, WA
  Tacoma, WA
  University Place, WA
  Sumner, WA
  Seattle, WA
  Tukwila, WA
  Seattle, WA
  North Bend, WA
  Olympia, WA
  Olympia, WA
  Tumwater, WA
  Bothell, WA
  Kent, WA
  Tacoma, WA
  Renton, WA
  Mercer Island, WA
  Federal Way, WA
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2006-11-28
• S63 Uniform Securities Agent State Law Examination
  2006-03-08

Other Names

• Eric D Richardson