Richard Jones thompson Lerch
Investment adviser representative at Prudent Management Associates
18 yearsExperience
1 stateRegistered in
$1.2BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Prudent Brokerage AssociatesJul 2010 to now
- Prudent Management AssociatesSep 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (PA).
Prudent Management Associates
$1.2BAssets managed
231Clients
5Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2561551
- Firm CRD
- 16691