Unclaimed Profile

Jason Christopher Vander Pol

LORD AND RICHARDS WEALTH MANAGEMENT, LLC·HIGHLANDS RANCH, Colorado

SIE, Series 7, Series 24, Series 53, Series 63, Series 66Clean record19 years registeredLORD AND RICHARDS WEALTH MANAGEMENT, LLC

8744 LUCENT BLVD, HIGHLANDS RANCH, CO 80126CRD# 5198807Firm CRD# 328907

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Christopher Vander Pol · HIGHLANDS RANCH, CO

Registration

CRD #5198807 · LORD AND RICHARDS WEALTH MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

LFG WEALTH PARTNERS, LLC

Jan 2026 – present

LORD AND RICHARDS

Jan 2024 – Dec 2025

HIGHLANDS RANCH, CO

STRATEGIC WEALTH INVESTMENT GROUP, LLC

Jan 2019 – Oct 2023

LOUISVILLE, KY

U.S. BANCORP INVESTMENTS, INC.

Feb 2016 – Dec 2018

LOUISVILLE, KY

SILVER OAK SECURITIES, INC.

Apr 2011 – Feb 2016

LOUISVILLE, KY

CUTTINGEDGE ADVISORS

Jan 2010 – Apr 2011

EUREKA, MO

LPL FINANCIAL CORPORATION

Jan 2007 – Jul 2009

LOUISVILLE, KY

GUNNALLEN FINANCIAL, INC

Jan 2007 – Jan 2007

LOUISVILLE, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 63

Series 66

Registration record

First registered · January 3, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LORD AND RICHARDS WEALTH MANAGEMENT, LLC

CRD 328907 · SEC 801-129213

AUM

$96M

Regulatory assets under management

Employees

823 client accounts

Services offered by LORD AND RICHARDS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LORD AND RICHARDS WEALTH MANAGEMENT, LLC →

Introduction

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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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