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Jay Allen Richardson

Investment adviser representative at Inspire Advisors, LLC
22 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$1.3BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

22 years in the industry.

  1. Inspire Advisors, LLCMay 2019 to now
  2. Inspire Advisors, LLC dba Kingdom Wealth StewardsMay 2019 to now
  3. Mutual Advisors, LLC dba Newport Coast Wealth ManagementMar 2018 to May 2019
  4. Wilmington TrustAug 2004 to Dec 2017

Designations

  • CFP® certification
  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Inspire Advisors, LLC

$1.3BAssets managed
3,536Clients
76Advisers
7 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
2982419
Firm CRD
300279
Advisor's SEC record (opens in a new tab)
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