Michael Jeffrey Richards
Investment adviser representative at Axos Invest, Inc
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$150.8MFirm assets
Are you Michael Jeffrey Richards? Claim your profile
Contact this firm
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.
- Portfolio management
Experience
16 years in the industry.
- Axos Invest, IncApr 2025 to now
- Axos BankMar 2025 to now
- City National BankJun 2010 to Mar 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Axos Invest, Inc
$150.8MAssets managed
6,792Clients
14Advisers
12 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
- 6276762
- Firm CRD
- 150953