RJ
CFP
RJ
CFP
Richard Jackman is a CFP-designated registered investment advisor, based in Orange, CA, with 31 years of industry experience.
Location
333 City Blvd West, 2050, Orange, CA, 92868
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Regulatory History (1)
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Customer Dispute
August 2022Settled
Other Business ActivitiesSells Insurance
Richard is an independent contractor for Bentley Financial & Insurance, selling fixed insurance, and the Chief Investment Officer of Secura Financial, LLC, focusing on financial planning and wealth management. He also works as a legal assistant and is the trustee of the Jackman Family Trust.
Employment History
Current Registrations
Arkadios CapitalBroker
March 2024 - Present · 2 yrs 2 mos
Arkadios Capital
March 2024 - Present · 2 yrs 2 mos
Secura Financial
January 2007 - Present · 19 yrs 4 mos
Previous Registrations
Crown Capital Securities, L.P.
November 2015 - March 2024 · 8 yrs 4 mos
Crown Capital Securities, L.P.Broker
December 2014 - March 2024 · 9 yrs 3 mos
J. W. Cole Advisors, INC.
January 2014 - December 2014 · 11 mos
J.W. Cole Financial, INC.Broker
May 2013 - December 2014 · 1 yr 7 mos
Financial Advisers of America, LLCBroker
June 2012 - May 2013 · 11 mos
LPL Financial Corporation
December 1997 - December 2010 · 13 yrs
LPL Financial LLCBroker
June 1994 - June 2012 · 18 yrs
State Registrations9 states
AZCAMOMTNVORSCTXWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.