ChooseAFinancialAdvisor.com
Advisors / Utah / Riverton
21yrs

Eric D Richardson

Financial advisor at J.p. Morgan Securities

Riverton, UT 84096Top 18% by experience at J.p. Morgan SecuritiesFiduciary advisor
Call the officeDirections

At a glance

Experience21 years (since 2006)
How that compares ?Top 18% by experience at J.p. Morgan Securities
Office4671 W Partridgehill Ln, Riverton, UT 84096
How the firm is paid ?Percent of assets, Other
States licensed ?2 states

Services through J.p. Morgan Securities

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination

Career

  1. 2012 – now
    J.p. Morgan Securities LLCCurrent firm
  2. 2006 – 2012
    Chase Investment Services Corp.Previously

Questions to ask Eric

Tailored to Eric’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Eric

How do I contact Eric?

Call J.p. Morgan Securities at 800-999-2000 and ask for Eric D Richardson. Eric works from the Riverton, UT office.

How long has Eric been a financial advisor?

Eric has been in the industry since 2006, about 21 years. Top 18% by experience at J.p. Morgan Securities.

What licenses does Eric hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Eric a fiduciary?

Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Eric paid?

J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Eric for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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