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Jeffrey Richardson

First Command Advisory Services
19 Years of Experience
Annapolis, MD
1 DisclosureBroker
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Jeffrey Richardson is a registered investment advisor at First Command Advisory Services, based in Annapolis, MD, with 19 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 113,591 clients with $24B in assets under management.

First Command Advisory Services
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1023 advisors
Number of Clients
113,591 clients
Average Client Portfolio
$215K average
Assets Under Management
$24.4B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.30%
$250K - $500K1.15%
$500K - $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

Schedule reflects the Partners, Foundations, and Select advisory programs. Other programs like Elite and Premier Income have separate fee schedules. Fees are negotiable for Elite accounts over $5 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

121 Cathedral Street, Suite 1B, Annapolis, MD, 21401

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History

Regulatory History (1)
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Criminal
May 1999
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jeffrey operates his financial advisor business through Richardson Financial LLC and owns 121 Properties LLC, a real estate/rental property business. He dedicates about a quarter of his time to Richardson Financial LLC and minimal time to 121 Properties LLC.

Employment History
Current Registrations
First Command Advisory Services
December 2015 - Present · 10 yrs 10 mos
First Command Brokerage Services, INC.
November 2006 - Present · 19 yrs 11 mos
First Command Brokerage Services, INC.Broker
November 2006 - Present · 19 yrs 11 mos
Previous Registrations
First Command Financial Planning, INC.
January 2007 - December 2015 · 8 yrs 11 mos
State Registrations46 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENJNVNYOHOKORPARISCSDTNTXUTVAWAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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