Jay A. Richardson, Cfa, Cfp®, Cka® Email and Phone Number
Jay is Founder and Chief Evangelist of Kingdom Wealth Stewards and Founding Advisor Partner of Inspire Advisors LLC, a global leader in values-based, faith-driven Biblically Responsible Investing ("BRI") movement.At Kingdom Wealth Stewards, our mission is to "Inspire and empower better Wealth Stewardship through Biblically Responsible Investing - for His glory and your joy!" With three decades professional experience, Jay has worked with affluent and high net worth private individuals, wealthy families, small business owners, corporate executives, professional athletes, family foundations and charitable endowments.Jay has lived up to the Rotary motto of “Service above Self,” serving as the 104th President of the historic Rotary Club of Los Angeles or "LA5", the fifth oldest Rotary Club in the world. He served as national Grand Treasurer of the oldest Chivalric Order of Knighthood, the Sovereign Military Order of the Temple of Jerusalem (SMOTJ) also known as the "Knights Templar". Jay founded and served as Cubmaster and Committee Chair for his son's Cub Scout Pack and as the Tribal Chief for his three daughters' "Indian Princess" tribe.Jay presently serves as Secretary and Director of the US Navy League of Orange County (NLOC) and as a Director ("Gold Cupper") of the Noble Viking Charities of Orange County. He is active with the Christian Business Men’s Connection (CBMC), the Los Caballeros horseback riding group, and Mensa-USA.His family attends Mariners Church where Jay serves as a volunteer in the Men's Ministry. When not serving clients, Jay enjoys spending time with his lovely wife Miyuki and their four young children at their family cattle ranch near Austin, Texas.
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FounderKingdom Wealth StewardsLos Angeles, Ca, Us
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Founding Advisor PartnerInspire Advisors Apr 2020 - PresentMeridian, Id, Us -
FounderKingdom Wealth Stewards Mar 2020 - PresentInspiring and empowering better Wealth Stewardship through Biblically Responsible Investing - for His glory and your joy!
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FounderNewport Coast Wealth Management Apr 2018 - Mar 2020Newport Coast, California, UsNewport Coast Wealth Management has three decades experience serving affluent and high net worth families, including investors, business and real estate owners, corporate executives, royalty owners, professional athletes, and charitable endowments. We provide holistic private wealth management integrated with financial planning and investment portfolio management, in a collaborative process. We believe that “wealth” is more than financial assets or investments and may be redefined by more meaningful measures of well-being such as health, joy, faith, family, friendship, generosity, community service, and philanthropic charity. We are a fee only and fiduciary investment management firm, putting your financial interests first. -
Vice President, Senior Portfolio ManagerWilmington Trust Jul 2004 - Dec 2017Wilmington, De, UsAs Senior Portfolio Manager, Jay was responsible for providing comprehensive wealth management advice for high net worth families, business owners, entrepreneurs, and foundation endowments throughout the Western Region, including California, Texas, Nevada, Arizona, Colorado, and Hawaii.Jay worked closely with clients and their advisors to develop personal financial strategies that meet their current needs and plan for their long-term objectives. After taking the time to listen to his client’s financial objectives and to understand any tax, legal, and personal considerations, Jay then built customized diversified investment portfolios in keeping with the client’s Investment Policy plan. -
Vice President, Senior Portfolio ManagerBank Of America Private Advisory Services Aug 2000 - Jul 2004Charlotte, Nc, UsManaged about $400 million for Bank of America Private Bank clients, including high and ultra high net worth individuals, families, corporations, private foundations and non-profit organizations; Supervised, trained and mentored junior portfolio analysts and portfolio managers. -
Institutional Fixed Income Portfolio ManagerPayden & Rygel Investment Counsel Jan 1997 - Aug 2000Los Angeles, Ca, UsCo-managed $10 billion domestic and global fixed income and equity portfolios for ultra-high net worth families and multi-billion dollar institutional clients, including public and corporate defined benefit pension plans, corporate treasuries, unions, trusts, hospitals, foundations and endowments; Presented account strategy & performance to institutional boards of directors and committees; Managed team including traders, portfolio & performance reporting analysts. -
Investment ConsultantWilshire Associates May 1994 - Jan 1997Santa Monica, Ca, UsProvided Investment Consulting services to large, complex, multi-billion dollar institutional clients, including insurance companies, corporate and public pension plans with over $300 billion AUM; Developed highly customized Investment Policy Statements and strategies for defined benefit & insurance company clients, including asset/liability modeling, asset allocation, investment policy & guidelines; Interacted directly with institutional Boards of Directors, Pension Consultants, and investment professionals in development of investment strategy, preparation of performance reports and projects; Oversaw manager search and due diligence for all institutional fixed income managers; Interviewed portfolio managers and evaluate the investment process and performance of fixed income managers; Presented recommendations to clients regarding the evaluation, selection, probation, and termination of domestic and global fixed income and equity investment management firms; Supervised team of performance analysts in production of quarterly client performance reports. -
Managing ConsultantPepperdine University Non-Profit Consulting Project Aug 1993 - Apr 1994Malibu, Ca, UsManaged a team of MBA management consultants providing consulting services to multiple nonprofit organizations in downtown Los Angeles' Skid Row, including the Weingart Foundation and other charitable organizations assisting homeless individuals and families. -
Financial Analyst InternFederal Reserve Bank Of San Francisco 1994 - 1994San Francisco, Ca, UsConducted analysis of data and financial reporting for the Federal Reserve Bank. -
Equity Quantitative Research AnalystOppenheimer & Company 1994 - 1994Atlanta, Ga, UsDeveloped and maintained quantitative equity valuation and momentum models for published and marketed institutional brokerage research. -
Financial AnalystAt&T May 1993 - Aug 1993Dallas, Tx, UsReviewed, analyzed and produced internal financial statements and reports. -
Account Executive AssistantLehman Brothers Apr 1990 - Sep 1990UsAssisted with sales calls to initiate new investment client relationships.
Jay A. Richardson, Cfa, Cfp®, Cka® Skills
Jay A. Richardson, Cfa, Cfp®, Cka® Education Details
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Cfa InstituteInvestment Management -
Certified Financial Planner Board Of StandardsInvestment Management
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Pepperdine Graziadio Business SchoolFinance And Financial Management Services
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University Of HoustonGeneral
Frequently Asked Questions about Jay A. Richardson, Cfa, Cfp®, Cka®
What company does Jay A. Richardson, Cfa, Cfp®, Cka® work for?
Jay A. Richardson, Cfa, Cfp®, Cka® works for Kingdom Wealth Stewards
What is Jay A. Richardson, Cfa, Cfp®, Cka®'s role at the current company?
Jay A. Richardson, Cfa, Cfp®, Cka®'s current role is Founder.
What schools did Jay A. Richardson, Cfa, Cfp®, Cka® attend?
Jay A. Richardson, Cfa, Cfp®, Cka® attended Cfa Institute, Certified Financial Planner Board Of Standards, Pepperdine Graziadio Business School, University Of Houston.
What skills is Jay A. Richardson, Cfa, Cfp®, Cka® known for?
Jay A. Richardson, Cfa, Cfp®, Cka® has skills like Private Wealth Management, Asset Allocation, Investment Management, Equity Management, Fixed Income Management, Alternative Investments, Leadership, Community Service, Social Networking, Wealth Management Services, Fixed Income, Strategic Financial Planning.
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