Richard W Jackman
Investment adviser representative at Secura Financial
29 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$319.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Arkadios CapitalMar 2024 to now
- Secura Financial, LLCDec 2019 to now
- Bentley Financial & Insurance Services, Inc.Sep 2008 to now
- Barth Calderon, LLPJan 2000 to now
- Crown Capital Securities, L.P.Dec 2014 to Mar 2024
- Fortress Equity MortgageOct 2006 to Dec 2018
- Barth Financial Advisors, LLCMay 1997 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Secura Financial
Legal name: Secura Financial, LLC
$319.9MAssets managed
681Clients
11Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2501641
- Firm CRD
- 137324