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Richard A. Stroud, CIMA®

Richard A. Stroud, CIMA®

Vice President

Richard A. Stroud, CIMA®


214.979.7735

richard.a.stroud@jpmorgan.com

100 Crescent Court, Suite 1300
Dallas, TX 75201

About Richard

Richard Stroud is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management. He is the founder of Stroud Wealth Managers and serves the comprehensive investment management needs of high-net-worth individuals and their families, business owners, endowments, foundations and not-for-profits.

As a former business owner, Richard understands firsthand the rigors and complexities that arise from the accumulation of assets. He draws on more than 40 years of industry background to align resources against personalized goals. The fundamental principle of his approach is to place clients first and foster long-standing relationships. He is most proud of the intergenerational nature of his practice, which affords a unique perspective.

Taking an entrepreneurial path toward a career in financial services, Richard changed directions after starting a company to refine precious metals, which he developed and managed for over 10 years. In 1978, he entered the brokerage business at Paine Webber in Tulsa, Oklahoma, before becoming a Branch Manager at Smith Barney, which would later become Morgan Stanley. Through his leadership and direction, he built the branch into a successful enterprise over the course of 16 years. Richard left his role as Branch Manager and returned to Texas to focus solely on his clients in 1996, and later moved his practice to UBS in 2006. Shortly thereafter, he and his son Steven partnered together and in 2017 they joined J.P. Morgan to provide their clients with the high-touch service of a boutique organization coupled with the global financial resources of the firm.

Richard attended Texas Wesleyan University in Fort Worth and later earned the Certified Investment Management Analyst® consultant certification (CIMA®) from The Wharton School at the University of Pennsylvania. Through this intensive experience, Richard is steeped in separate account management and portfolio theory. He is a member of the Investment Management Consultants Association.

With a longtime interest in oceanography, Richard enjoys scuba diving and sailing on his boat off the coast of San Diego, California. He believes strongly in philanthropy and spent almost 20 years donating and fundraising to build the Tulsa Aquarium, having served as Vice President for its foundation. Richard’s greatest joy is his family, and he values time with his sons Dallas and Steven as well as his granddaughters.

 

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