JAKE C RICHARD is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with OSAIC WEALTH, INC..
| Firm | From | To | Current |
|---|---|---|---|
| OSAIC WEALTH, INC. | 2024-01-19 | present | Yes |
| WOODBURY FINANCIAL SERVICES, INC. | 2021-04-22 | 2024-01-19 | — |
| OSAIC WEALTH, INC. | 2020-10-29 | 2021-04-16 | — |
| WOODBURY FINANCIAL SERVICES, INC. | 2020-01-29 | 2020-10-26 | — |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | 2018-04-18 | 2018-11-27 | — |
| CAPITAL ONE ADVISORS, LLC | 2017-02-27 | 2018-04-09 | — |