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Richard Blanco

Edward Jones
44 Years of Experience
Littleton, CO
2 DisclosuresBroker
View SEC Summary
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Richard Blanco is a registered investment advisor at Edward Jones, based in Littleton, CO, with 44 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

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

Location

5911 South Middlefield Road, Suite 201, Littleton, CO, 80123

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2015
Final
Customer Dispute
March 1995
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Richard owns rental properties in Washington D.C. and Fort Walton, Florida. He spends minimal time maintaining these properties.

Employment History
Current Registrations
Edward Jones
May 2011 - Present · 15 yrs 5 mos
Edward JonesBroker
May 2011 - Present · 15 yrs 5 mos
Previous Registrations
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
January 2009 - March 2011 · 2 yrs 2 mos
Bancwest Investment Services, INC.Broker
January 2009 - March 2011 · 2 yrs 2 mos
Wachovia Securities, LLC
January 2008 - January 2009 · 1 yr
Wachovia Securities, LLCBroker
January 2008 - January 2009 · 1 yr
A. G. Edwards & Sons, INC.Broker
October 2006 - January 2008 · 1 yr 3 mos
A. G. Edwards & Sons, INC.
October 2006 - January 2008 · 1 yr 3 mos
Morgan Stanley Dw INC.Broker
February 2005 - June 2006 · 1 yr 4 mos
Morgan Stanley
February 2005 - June 2006 · 1 yr 4 mos
UBS Financial Services INC.
January 1999 - March 2005 · 6 yrs 2 mos
UBS Financial Services INC.Broker
November 1992 - March 2005 · 12 yrs 4 mos
Prudential Securities IncorporatedBroker
April 1981 - November 1992 · 11 yrs 7 mos
State Registrations13 states
AZCACODCFLINMNMOMTNMNVTXWV
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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