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Jon-Jason Richie

IVY INVESTMENT MANAGEMENT COMPANY·OVERLAND PARK, Kansas
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6301 GLENWOOD STREET, OVERLAND PARK, KS 66202CRD# 4887373Firm CRD# 123381
01

About

Jon-Jason Richie is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with IVY INVESTMENT MANAGEMENT COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
IVY INVESTMENT MANAGEMENT COMPANY
IVY INVESTMENTS
AUM
$1.6B
Regulatory assets under management
Employees
64
Total firm employees
View all advisors at IVY INVESTMENT MANAGEMENT COMPANY →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4887373
Firm CRD# 123381
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jon-Jason Richie offer?
Jon-Jason Richie specializes in Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Jon-Jason Richie's credentials?
Jon-Jason Richie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jon-Jason Richie located?
Jon-Jason Richie is based in OVERLAND PARK, Kansas, working with IVY INVESTMENT MANAGEMENT COMPANY. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Jon-Jason Richie charge for services?
Jon-Jason Richie's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IVY INVESTMENT MANAGEMENT COMPANY?
IVY INVESTMENT MANAGEMENT COMPANY has approximately 64 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in OVERLAND PARK
Michael L Avery — IVY INVESTMENT MANAGEMENT COMPANYPhilip James Sanders — IVY INVESTMENT MANAGEMENT COMPANYKurt Augustus Sundeen — WADDELL & REED INVESTMENT MANAGEMENT COEdward Wendell Williams — PARAGON CAPITAL MANAGEMENT LLCJohn Earl Sundeen — IVY INVESTMENT MANAGEMENT COMPANY
Nearby cities in Kansas
LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
LEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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