Eric D Richardson
Financial advisor at J.p. Morgan Securities
At a glance
Services through J.p. Morgan Securities
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.
Career
- 2012 – nowJ.p. Morgan Securities LLCCurrent firm
- 2006 – 2012Chase Investment Services Corp.Previously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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.