Jp Richardson Financial Services, Inc.
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ADV data as of May 11, 2026
- Regulatory AUM
- $21.5M
- Discretionary
- $21.5M
- Clients
- 71
- Avg AUM / client
- $303K
- Accounts
- 187
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 60 | $8.6M | 39.9% |
| High net worth individuals | 11 | $12.3M | 57.2% |
| Charitable organizations | Fewer than 5 clients | $606K | 2.82% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joshua Patrick Richardson | Registered representative | Apr 2024 (2y) | ||
| Benjamin Daniel Rones | Registered representative | CFA | Sep 2024 (2y) | |
| Gregory Ashcraft | Registered representative | Nov 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/11/2026 | 989 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 11, 2026.
View current Form ADV (SEC/IAPD) ↗