Jonmark Richardson
Jonmark Richardson is a registered investment advisor at Valhalla Advisors LLC, based in Glendale, AZ, with 5 years of industry experience. Jonmark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 99 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $350K | 1.25% |
| $350K+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
7055 W. Bell Rd, Suite B 20, Glendale, AZ, 85308
Get directionsHistory
Regulatory History (6)
Regulatory
December 2025Customer Dispute
May 2024Judgment / Lien
December 2023Civil
October 2023Customer Dispute
March 2023Customer Dispute
June 2022Other Business ActivitiesSells Insurance
Jonmark is a licensed insurance agent and owner of Financial Partners of America LLC, a licensed insurance agency. He is also a managing member of Valhalla Alternatives, LLC and Valhalla Mortgage LLC, but these entities are currently dormant.
Employment History
Current Registrations
Valhalla Advisors LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.