Profile
Mr. Jay L.
Richards is a Managing Partner & Chief Compliance Officer at Investment Advisory Group LLC.
He co-founded Investment Advisory Group in 1998.
He has over 30 years of experience.
Mr. Richards was previously employed as Senior Advisor by American Express Co.
Mr. Richards received his BS in Finance from Hofstra University.
Jay Lipfert Richards active positions
| Companies | Position | Start |
|---|---|---|
Investment Advisory Group LLC
Investment Advisory Group LLC Investment ManagersFinance IAG works closely with each client to identify their investment goals and objectives as well as risk tolerance and overall financial situation in order to create a portfolio strategy. The firm will then construct an investment portfolios that are diversified and invest in many types of mutual funds, ETFs, individual stocks and bonds and features many asset classes and market sectors. | Founder | 01/01/1998 |
Former positions of Jay Lipfert Richards
| Companies | Position | End |
|---|---|---|
| AMERICAN EXPRESS COMPANY | Corporate Officer/Principal | - |
Training of Jay Lipfert Richards
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
American Express Co.
American Express Co. Finance/Rental/LeasingFinance Provides credit and charge cards, payments and online platforms solutions | Finance |
Investment Advisory Group LLC
Investment Advisory Group LLC Investment ManagersFinance IAG works closely with each client to identify their investment goals and objectives as well as risk tolerance and overall financial situation in order to create a portfolio strategy. The firm will then construct an investment portfolios that are diversified and invest in many types of mutual funds, ETFs, individual stocks and bonds and features many asset classes and market sectors. | Finance |
Hofstra University
Hofstra University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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