Richard W Jackman
Investment Adviser Representative at Secura Financial
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Richard W. Jackman is an investment adviser representative with Secura Financial in Henderson, NV, where they have been registered since 2007. They have worked in the securities industry since 1994 and have been registered with 4 firms, including Crown Capital Securities, L.P. and J. W. COLE Advisors, Inc. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in California and Texas.
Registrations & licenses
- Investment adviser:
- California, Texas
- Broker:
9 states and territories
Arizona, California, Missouri, Montana, Nevada, Oregon, South Carolina, Texas, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Barth Financial Advisors, LLCMay 1997 – Dec 2019Orange, CA
- Bentley Financial & Insurance Services, Inc.Sep 2008 – no end date reportedOrange, CA
- Fortress Equity MortgageOct 2006 – Dec 2018Orange, CA
- Crown Capital Securities, LPDec 2014 – Mar 2024Orange, CA
- Crown Capital Securities, L.P.Nov 2015 – Mar 2024Orange, CA
- Secura Financial, LLCDec 2019 – no end date reportedOrange, CA
- Barth Calderon, LLPJan 2000 – no end date reportedOrange, CA
- Arkadios CapitalMar 2024 – no end date reportedAtlanta, GA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Secura Financial
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive financial planning and wealth management services including investment counseling, insurance recommendations, portfolio management, estate planning, retirement planning, tax planning coordination with accountants and CPAs, cash flow management, and liaisons to attorneys and other specialists. Investment products include mutual funds, ETFs, individual equities, fixed income, money managers, REITs, BDCs, oil and gas programs, and DSTs. Insurance products include life, long-term care, universal life, annuities, and disability coverage.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 11
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Orange, CA
- SEC file number:
- 801-113072
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 24, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Richard W Jackman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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