Richard Jackson
Richard Jackson is a CFP-designated registered investment advisor at Jackson & Associates, INC., based in Albuquerque, NM, with 14 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 90 clients with $95M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.73% |
| $3.0M - $6.0M | 0.52% |
| $6M+ | 0.26% |
Fees may be negotiable.
Fee Estimator
Location
8300 Carmel Ave. Ne, Suite 202, Albuquerque, NM, 87122
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is an agent/broker for Western Assurance Agency and Jackson & Associates, selling fixed insurance products including fixed annuities, fixed life insurance, LTC, and Disability Income Insurance since 2015.
Employment History
Current Registrations
Jackson & Associates, INC.
Previous Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.