Richard W Jackson
Investment adviser representative at Turtle Creek Wealth Advisors, LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.8BFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Turtle Creek Wealth Advisors, LLCJul 2022 to now
- Chalice Capital Partners, LLCJan 2019 to Jun 2022
- Texas Capital Bank Private Wealth AdvisorsJan 2019 to Jun 2022
- Raymond James Financial Services Advisors Inc.Apr 2017 to Dec 2018
- Raymond James Financial Services, Inc.Mar 2017 to Dec 2018
- Texas Capital BankJan 2017 to Jun 2022
- Raymond James Fnancial Services, Inc.Jan 2017 to Mar 2017
- Schlindwein Associates LLCJun 2008 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Turtle Creek Wealth Advisors, LLC
$2.8BAssets managed
140Clients
17Advisers
3 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
- 2828190
- Firm CRD
- 322998