Jessica Richard
Investment adviser representative at Ariel Investments, LLC
16 yearsExperience
1 stateRegistered in
$12.8BFirm assets
43 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Ariel Distibutors, LLCOct 2023 to now
- Ariel Investments, LLCOct 2023 to now
- UnemployedApr 2023 to Oct 2023
- UBS Financial Services IncJul 2007 to Apr 2023
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NY).
Ariel Investments, LLC
$12.8BAssets managed
146Clients
6Advisers
43 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
- 5164976
- Firm CRD
- 108211