John R. Richter

YOUR RETIREMENT COACH

Marietta, GA 30060

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CRD#: 3117741

Professional summary

John Robert Richter JR, who also goes by John R (jr) Richter, John Robert Richter, John Richter Jr, is a registered financial advisor currently at YOUR RETIREMENT COACH located in Marietta, Georgia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. John has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John R (jr) Richter | John Robert Richter | John Richter Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robert Richter JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 2, 2024 - Present

YOUR RETIREMENT COACH

Office #1: 61 Atlanta Street Se, Marietta, GA 30060

RIA

CRD#: 125573

Marietta, GA

Past

March 15, 2022 - August 16, 2023

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Alpharetta, GA

Past

January 26, 2022 - August 16, 2023

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Alpharetta, GA

Past

April 9, 2015 - October 14, 2022

TD AMERITRADE, INC.

RIA

CRD#: 7870

ALPHARETTA, GA

Past

April 9, 2015 - August 16, 2023

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Alpharetta, GA

Past

March 9, 2015 - August 16, 2023

TD AMERITRADE, INC.

CRD#: 7870

ALPHARETTA, GA

Past

March 6, 2007 - October 14, 2009

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

WINTER PARK, FL

Past

February 13, 2007 - October 14, 2009

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

WINTER PARK, FL

Past

January 5, 2006 - February 20, 2007

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

RIA

CRD#: 111757

MEMPHIS, TN

Past

December 21, 2005 - February 13, 2007

AMSOUTH INVESTMENT SERVICES, INC.

CRD#: 15692

WINTER PARK, FL

Past

January 9, 2001 - December 19, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ORLANDO, FL

Past

January 5, 2001 - December 19, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

YOUR RETIREMENT COACH

YEOMANS & BLACK CONSULTING, INC. | YOUR RETIREMENT COACH, INC. | YOUR RETIREMENT COACH | YEOMANS CONSULTING GROUP, INC.

CRD#: 125573 / SEC#: 801-96287

RIA

Registered Investment Advisory firm - (5/29/2015 Approved)

Georgia

Registered Investment Advisory firm - (6/25/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(2/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/9/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/9/2015

General Securities Representative Examination

Current Firm

YOUR RETIREMENT COACH

YEOMANS & BLACK CONSULTING, INC. | YOUR RETIREMENT COACH, INC. | YOUR RETIREMENT COACH | YEOMANS CONSULTING GROUP, INC.

CRD#: 125573 / SEC#: 801-96287

RIA

Registered Investment Advisory firm - (5/29/2015 Approved)

Georgia

Registered Investment Advisory firm - (6/25/2015 Terminated)

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Contact information

Main Address

61 Atlanta Street Se, Marietta, GA 30060

Mailing Address

Phone number

(770) 427-5227

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

YEOMANS CONSULTING GROUP, INC. ADV BROCHURE (5/29/2025)

Regulatory assets under management

Total Number of Accounts	1,460
AUM (Assets Under Management)	$ 377,067,797

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John R. Richter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robert Richter JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

AMSOUTH INVESTMENT SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

YOUR RETIREMENT COACH

State Registrations and Notice Filings

Exams

Series 66

Date: 4/9/2015

SIE

Date: 10/1/2018

Series 7

Date: 3/9/2015

Current Firm

YOUR RETIREMENT COACH

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

YOUR RETIREMENT COACH

TRUST BUT VERIFY

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