Advisor at J.P. Morgan Securities
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
J.P. Morgan Securities
Location
Deridder, LA 70634
Credentials
CFP®, ChFC®, Series 65, Series 66
Industry experience
3 years
Kamran Richard is a CFP® and ChFC® credentialed financial advisor with three years of industry experience. He is currently with J.P. Morgan Securities and has prior experience at Lombard Securities Incorporated and Lombard Advisers Incorporated. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.
Based on J.P. Morgan Securities
$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable
Account minimum: $25 million
111 W. Second Street
Deridder, LA 70634
Arizona · Florida · Louisiana · Texas
J.P. Morgan Securities
2025 - Present (1 year)
Jpmorgan Chase Bank, N.A.
2025 - Present (1 year)
Lombard Securities Incorporated DBA Sonnier Financial
2023 - 2024 (1 year)
Lombard Advisers Incorporated
2022 - 2024 (2 years)
Lombard Securities Incorporated
2022 - 2024 (2 years)
Lyon's Market
2019 - 2019 (1 year)
McNeese State University
2018 - 2022 (4 years)
Unemployed
2015 - 2018 (3 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 65
Deridder, LA
Strategic Financial Concepts, llc
Series 65
De Ridder, LA
Strategic Financial Concepts, llc
Series 65
De Ridder, LA
Raymond James Financial
PFS™, Series 63
Deridder, LA
Cetera
CFP®, ChFC®, Series 63, Series 65
Deridder, LA
Cetera
Series 63, Series 66
De Ridder, LA
Edward Jones
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