JL
Jay Lipfert Richards
CRD 1689554
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Investment Advisory Group, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Investment Advisory Group, Llc
Cfp/Partner, Chief Compliance Officer · 50% – 75% · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗