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Jay A. Richardson, Cfa, Cfp®, Cka® Email & Phone Number
Founder
at
Kingdom Wealth Stewards
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Founder
Location
Los Angeles Metropolitan Area, United States, United States
Who is Jay A. Richardson, Cfa, Cfp®, Cka®? Overview
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Quick answer
Jay A. Richardson, Cfa, Cfp®, Cka® is listed as Founder at Kingdom Wealth Stewards, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Jay A. Richardson, Cfa, Cfp®, Cka®.
Jay A. Richardson, Cfa, Cfp®, Cka® previously worked as Founding Advisor Partner at Inspire Advisors and Founder at Newport Coast Wealth Management. Jay A. Richardson, Cfa, Cfp®, Cka® holds Chartered Financial Analyst (Cfa), Investment Management from Cfa Institute.
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Email format at Kingdom Wealth Stewards
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Kingdom Wealth Stewards
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Profile bio
About Jay A. Richardson, Cfa, Cfp®, Cka®
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.
Listed skills include Private Wealth Management, Asset Allocation, Investment Management, Equity Management, and 46 others.
Current workplace
Jay A. Richardson, Cfa, Cfp®, Cka®'s current company
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13 roles · 32 years
Jay A. Richardson, Cfa, Cfp®, Cka® work experience
A career timeline built from the work history available for this profile.
Founding Advisor Partner
Current
Apr 2020 - Present
Founder
Current
Kingdom Wealth Stewards
Inspiring and empowering better Wealth Stewardship through Biblically Responsible Investing - for His glory and your joy!
Mar 2020 - Present
Founder
Newport 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.
Apr 2018 - Mar 2020
Vice President, Senior Portfolio Manager
As 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.
Jul 2004 - Dec 2017
Vice President, Senior Portfolio Manager
Managed 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.
Aug 2000 - Jul 2004
Institutional Fixed Income Portfolio Manager
Co-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.
Jan 1997 - Aug 2000
Investment Consultant
Provided 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.
May 1994 - Jan 1997
Managing Consultant
Managed 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.
Aug 1993 - Apr 1994
Financial Analyst Intern
Conducted analysis of data and financial reporting for the Federal Reserve Bank.
1994 - 1994
Equity Quantitative Research Analyst
Developed and maintained quantitative equity valuation and momentum models for published and marketed institutional brokerage research.
1994 - 1994
May 1993 - Aug 1993
Account Executive Assistant
Assisted with sales calls to initiate new investment client relationships.
Apr 1990 - Sep 1990
4 education records
Jay A. Richardson, Cfa, Cfp®, Cka® education
Chartered Financial Analyst (Cfa), Investment Management
Cfa Institute
Certified Financial Planner (Cfp), Financial Planning, Investment Management
Certified Financial Planner Board Of Standards
Master Of Business Administration - Mba, Finance And Financial Management Services
Pepperdine Graziadio Business School
Bachelor Of Science - Bs, Business Administration And Management, General
University Of Houston
FAQ
Frequently asked questions about Jay A. Richardson, Cfa, Cfp®, Cka®
Quick answers generated from the profile data available on this page.
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 Kingdom Wealth Stewards?
Jay A. Richardson, Cfa, Cfp®, Cka® is listed as Founder at Kingdom Wealth Stewards.
Where is Jay A. Richardson, Cfa, Cfp®, Cka® based?
Jay A. Richardson, Cfa, Cfp®, Cka® is based in Los Angeles Metropolitan Area, United States, United States while working with Kingdom Wealth Stewards.
What companies has Jay A. Richardson, Cfa, Cfp®, Cka® worked for?
Jay A. Richardson, Cfa, Cfp®, Cka® has worked for Kingdom Wealth Stewards, Inspire Advisors, Newport Coast Wealth Management, Wilmington Trust, and Bank Of America Private Advisory Services.
How can I contact Jay A. Richardson, Cfa, Cfp®, Cka®?
You can use AeroLeads to view verified contact signals for Jay A. Richardson, Cfa, Cfp®, Cka® at Kingdom Wealth Stewards, including work email, phone, and LinkedIn data when available.
What schools did Jay A. Richardson, Cfa, Cfp®, Cka® attend?
Jay A. Richardson, Cfa, Cfp®, Cka® holds Chartered Financial Analyst (Cfa), Investment Management from Cfa Institute.
What skills is Jay A. Richardson, Cfa, Cfp®, Cka® known for?
Jay A. Richardson, Cfa, Cfp®, Cka® is listed with skills including Private Wealth Management, Asset Allocation, Investment Management, Equity Management, Fixed Income Management, Alternative Investments, Leadership, and Community Service.
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