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Jay Allen Richardson

Advisor at Inspire Advisors, LLC — Nickel, TX

Updated today

Credentials

CFP®, CFA®, Series 63

Experience

11 years

Location

Nickel, TX

Inspire Advisors, LLC logo

Inspire Advisors, LLC

Multi-team

Total advisors

77

Across 51 offices

Clients per advisor

46 Low

Avg AUM per client

$374,257 Low

HNW client ratio

9% Low

About

Jay Richardson is a CFP® and CFA® with 10 years of industry experience. He has worked at Inspire Advisors, LLC since 2019 and previously held positions at Mutual Advisors, LLC and Wilmington Trust. Outside of his advisory role, he is involved as an owner and rancher at Kunkel Circle K Ranch, LLC. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of quantitative and fundamental strategies, often implementing portfolios via model allocations and affiliated ETFs.

Client services

Based on Inspire Advisors, LLC

Portfolio management Selection of other advisers Sub-advisory services/consulting

Expertise

Based on Inspire Advisors, LLC

ESG / Sustainable investing

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Fee options

Fixed

$100 to $100,000 depending on complexity and scope, negotiable

Percentage

$0 - $49,999: 1.50% $50,000 - $124,999: 1.25% $125,000 - $249,999: 1.15% $250,000 - $499,999: 1.10% $500,000 - $999,999: 1.05% $1,000,000 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.90% $5,000,000+: 0.75% Or Negotiable

Project-based

$100 to $500 per hour, negotiable

Location

See office

Nickel, TX

Nickel TX

Advisors at this office

1

Most active in

California · Texas

Work history

11 years of industry experience

INSPIRE ADVISORS, LLC dba Kingdom Wealth Stewards

2019 - Present • 7 years

Newport Coast, CA

Mutual Advisors, LLC dba Newport Coast Wealth Management

2018 - 2019 • 1 year

Casper, WY

Wilmington Trust

2004 - 2017 • 13 years

Los Angeles, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brian F

CFP®, Series 66

Gonzales, TX

Prospera Financial Services, inc.

Brian Fees is a CFP® with 19 years of industry experience, currently advising clients at Prospera Financial Services, Inc. since 2007. He previously worked at Edward Jones for one year. Outside of his financial advisory role, he serves on the Texas Taxidermy Board of Advisors and provides taxidermy services, dedicating several hours weekly outside business hours without compensation. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired

Alex W

Series 66

Gonzales, TX

Edward Jones

Alex Webster is a Series 66 registered advisor with Edward Jones, based in Gonzales, TX, and has 9 years of industry experience. He previously worked at Chuck Nash for 13 years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Gary K

Series 63, Series 65

Shiner, TX

Cetera

Gary Kusak is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Cetera since 2025 and previously spent 13 years with Concourse Financial Group Securities Inc. In addition to his advisory work, Kusak manages a farming operation and performs as a musician for social events. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and affiliations supporting a large asset base and diverse client needs.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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John E

Series 63, Series 65

Gonzales, TX

LPL Financial

John Edgecomb is a financial advisor with LPL Financial in Gonzales, TX, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He previously worked at Merrill for 37 years and Raymond James & Associates for 8 years. Outside of finance, he owns Edgecomb Automotive Restoration, an automotive restoration business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Dane K

Series 66

Gonzales, TX

Edward Jones

Dane King is a Series 66-licensed financial advisor with Edward Jones, based in Gonzales, TX, and has 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Tommy P

Series 63, Series 65

Shiner, TX

LPL Financial

Tommy Pietsch is a financial advisor with LPL Financial in Shiner, Texas, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at LPL Financial since 2011, with prior experience at Thrivent Investment Management and Investment Professionals, Inc. Outside of his advisory role, he is a business owner of Nechanitz Cattle Company and The Eclectic Pietsch. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning and access to third-party asset management, supported by technology and a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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