Jalen Patrick Randolph
Investment adviser representative at Ritholtz Wealth Management
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.4BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Ritholtz Wealth ManagementMar 2025 to now
- Corient Services LLCJul 2023 to Mar 2025
- Cipw Service Company, LLCJan 2023 to Jul 2023
- CorientOct 2022 to Mar 2025
- Ci BrightworthMar 2021 to Mar 2023
- University of DelawareNov 2018 to Mar 2021
- Lincoln Financial GroupJun 2017 to Nov 2018
- University of DelawareJun 2012 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Ritholtz Wealth Management
$9.4BAssets managed
4,221Clients
57Advisers
13 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
- 7566228
- Firm CRD
- 168652