John E. Richardson
Professional summary
John Edward Richardson JR, CFP®, who also goes by Richardson, is a registered financial advisor currently at RED SEVEN located in Escondido, California.
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, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Edward Richardson JR's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2004
Experience
October 15, 2013 - Present
RED SEVEN
Office #1: 960 Canterbury Place Suite 380, Escondido, CA 92025July 25, 2012 - December 31, 2014
TOTAL WEALTH MANAGEMENT INC.
June 20, 2011 - June 15, 2012
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
June 20, 2011 - June 15, 2012
CAMBRIDGE INVESTMENT RESEARCH, INC.
July 16, 2007 - September 6, 2011
STRONGTOWER FINANCIAL, INC.
July 16, 2007 - September 30, 2011
STRONGTOWER FINANCIAL, INC.
November 22, 2004 - July 18, 2007
CAPITAL RESOURCE MANAGEMENT, INC.
September 16, 2004 - July 17, 2007
OSAIC WEALTH, INC.
October 11, 2002 - May 19, 2004
COMMONWEALTH FINANCIAL NETWORK
April 11, 2001 - May 19, 2004
COMMONWEALTH FINANCIAL NETWORK
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/2/2025)
(10/15/2013)
(12/11/2021)
Exams
Current Firm
RED SEVEN
CRD#: 168542 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 708 |
| AUM (Assets Under Management) | $ 83,638,000 |
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.
