CoverProfile

Richard Jackman

Chief Investment Officer

Secura Financial Planning & Wealth Management

United States, California, Orange

About Me

Mr. Jackman supervises the operations with the financial planning and wealth management firm, Barth Financial Advisors, LLC, a registered investment advisor. He has held various positions with the firm since 1995. His CFP designation was earned in 1998. Further, the Masters of Science in Financial Services degree was acheived in 2009. He has counseled clients from around the nation of various professional backgrounds such as CEO's, key executives, franchisees, trade members, physicians & dentists, and educators in all principles of financial planning.

Profile Information

Chief Investment Officer

Secura Financial Planning & Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Orange

California

United States

May 15, 2024

More profiles to browse

Profile Photo
Jason Stone
Managing Director, CFP / CPWA Secura Financial Planning and Wealth Management
BH
Brent Honea
Financial Advisor
Profile Photo
Thomas Sleva
Co-Founder & Partner
Profile Photo
Saul Palencia
Financial Consultant

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc