Edward Jones

Investment Advisor
in Charlotte, NC
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About this Advisor

Paul Richards is a certified financial planner who lives in Charlotte, North Carolina. Currently an investment advisor at Edward Jones, they have gathered 10 years of professional experience. Richards maintains a Series 63 license, designating the advisor as a securities broker. Richards can operate based out of North Carolina. Over the course of their career, they have held roles at The Village Bistro, Newport Group Securities, The Newport Group, Inc, Rockman Management, Metlife Investors Distribution Company and Edward Jones. Edward Jones is based out of Charlotte, North Carolina, and has 12,884 locations across the country. Overall, Edward Jones manages $312 billion in assets across 2,500,304 client accounts and employs more than 23,510 people. The firm's total assets under management places it among the biggest firms in the United States. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Edward Jones provides portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others



Office Location

1441 Heather Lane Suite B
Charlotte, NC 28209

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Edward Jones Brokerage Details

Total Assets Under Management


NC Average: $11,469,110,461
Total Number of Employees


NC Average: 458
Total Number of Accounts


NC Average: 33,415
Average Account Size


NC Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Paul Richards Work History

Paul has 10 years of experience.

2016 - Present (3 years)

Edward Jones

2013 - 2016 (3 years)

Metlife Investors Distribution Company

2011 - 2013 (2 years)

Newport Group Securities

2011 - 2013 (2 years)

The Newport Group, Inc

2009 - 2011 (2 years)

The Village Bistro

2009 - 2011 (2 years)

Rockman Management


Paul Richards has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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