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Jason Christopher Vander pol

Lord AND Richards

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About Jason Christopher Vander pol

Jason Vander pol is a financial advisor who has been active in the industry for more than 15 years. Jason holds Series 63, 66, 7, 24, 53, and SIE licenses, indicating a wide range of expertise in the financial services industry. Jason is currently registered as an Investment Advisor Representative (IAR) with Lord and Richards Wealth Management. In the past, Jason has worked with firms such as U.S. Bancorp Investments, Inc., Silver Oak Securities, Incorporated, LPL Financial Corporation, and Gunnallen Financial, Inc. Jason specializes in providing financial planning and portfolio management services for individuals.

Firm Information

Jason Vander pol is currently registered with Lord AND Richards. Lord AND Richards is a registered investment advisor based in Highlands Ranch, CO. The firm provides financial planning and portfolio management for individuals and high-net-worth individuals. They manage approximately $95.5 million in assets for 823 clients.
Lord AND Richards

8744 KENDRICK CASTILLO WAY ;

HIGHLANDS RANCH, CO 80129

$95.52M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Vander pol’s Registration & Firm History

CO

11/05/2024 - Present

Lord AND Richards (HIGHLANDS RANCH CO)

KY

02/01/2016 - 12/18/2018

U.S. BANCORP INVESTMENTS, INC. (LOUISVILLE KY)

KY

07/14/2009 - 02/02/2016

SILVER OAK SECURITIES, INCORPORATED (LOUISVILLE KY)

KY

01/24/2007 - 07/07/2009

LPL FINANCIAL CORPORATION (LOUISVILLE KY)

KY

09/04/2006 - 01/24/2007

GUNNALLEN FINANCIAL, INC (LOUISVILLE KY)

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Licenses & Designations

BOTH

Issued 12/20/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/06/2016

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/24/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Christopher Vander pol.
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