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Jason Christopher Vander Pol

LORD AND RICHARDS WEALTH MANAGEMENT, LLC·HIGHLANDS RANCH, Colorado
Unclaimed Profile
8744 LUCENT BLVD, HIGHLANDS RANCH, CO 80126CRD# 5198807Firm CRD# 328907
01

About

Jason Christopher Vander Pol is a registered financial advisor based in HIGHLANDS RANCH, Colorado, affiliated with LORD AND RICHARDS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LORD AND RICHARDS WEALTH MANAGEMENT, LLC
LORD AND RICHARDS
AUM
$96M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at LORD AND RICHARDS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5198807
Firm CRD# 328907
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Christopher Vander Pol offer?
Jason Christopher Vander Pol specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in HIGHLANDS RANCH, Colorado for a consultation.
What are Jason Christopher Vander Pol's credentials?
Jason Christopher Vander Pol is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Christopher Vander Pol located?
Jason Christopher Vander Pol is based in HIGHLANDS RANCH, Colorado, working with LORD AND RICHARDS WEALTH MANAGEMENT, LLC. Their office serves clients in the HIGHLANDS RANCH metropolitan area and surrounding communities.
How does Jason Christopher Vander Pol charge for services?
Jason Christopher Vander Pol's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LORD AND RICHARDS WEALTH MANAGEMENT, LLC?
LORD AND RICHARDS WEALTH MANAGEMENT, LLC has approximately 17 employees and manages $96M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HIGHLANDS RANCH
William Claude Wortman — QUANTITATIVE EQUITY STRATEGIES, LLCChad S Christensen — SEMPER AUGUSTUS INVESTMENTS GROUP LLCChristopher Paul Bloomstran — SEMPER AUGUSTUS INVESTMENTS GROUP LLCBenjamin Troy Warwick — QUANTITATIVE EQUITY STRATEGIES, LLCChristopher Kozak — KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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