JR
Jason F. Richter
RYLANDER RICHTER
El Segundo, CA 90245
Some features on this profile are disabled
CRD#: 4512285
JR
Professional summary
Jason Francis Richter is a registered financial advisor currently at RYLANDER RICHTER located in El Segundo, California.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jason has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
(1). Adviser acts as Trustee to, The Sylvia Schanbacher Family Trust (Mother) -- investment related only to the extent that the trust holds an IRA --74184 OLD PROSPECTOR TRL PALM DESERT, CA 92260 -- Performs all duties required by a trustee for the upkeep of the trust -- Sole trustee and beneficiary -- since 09/16/2016 -- 1 hour per month -- 0 hours during trading hours (2). Adviser acts as Trustee to, The Chris Schanbacher Family Trust (Step-Father) -- investment related only to the extent that it has an investment account -- 74184 OLD PROSPECTOR TRL PALM DESERT, CA 92260 -- Performs all duties required by a trustee for the upkeep of the trust -- Sole Trustee, One of Two Beneficiaries -- since 02/13/2017 -- 1 hour a month -- 0 hours during trading hours. (2). Cote D' Azure HOA; Residential Member of Financial Committee; Start Date, 02/01/2023, 645 Paseo de la Playa, Redondo Beach, CA 90277; HOA; Consults for the HOA Board of Directors; 1 hour spent per month.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Francis Richter's 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®
NoneExperience
Current
July 16, 2018 - Present
RYLANDER RICHTER
Office #1: 360 N Pacific Coast Highway Suite 2000, El Segundo, CA 90245RIA
CRD#: 297550
El Segundo, CA
Past
May 2, 2002 - July 13, 2018
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
LOS ANGELES, CA
Past
April 18, 2002 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
April 18, 2002 - July 13, 2018
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
LOS ANGELES, CA
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
California(7/16/2018)
IAR
Texas(4/3/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RR
RYLANDER RICHTER
RYLANDER & RICHTER, LLC | THE INSPIRED COMPANY, LLC | RYLANDER RICHTER
CRD#: 297550 / SEC#: 801-113601
RIA
Registered Investment Advisory firm - (12/3/2018 Terminated)California
Registered Investment Advisory firm - (11/30/2018 Approved)Hawaii
Registered Investment Advisory firm - (5/5/2022 Approved)Texas
Registered Investment Advisory firm - (3/28/2019 Conditional Restricted)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
360 N Pacific Coast Highway Suite 2000, El Segundo, CA 90245
Mailing Address
Phone number
(310) 573-4360
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 259 |
| AUM (Assets Under Management) | $ 85,285,052 |
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.
