
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
Dhillon Taylor
Financial Advisor and CERTIFIED FINANCIAL PLANNER™ Practitioner
BH
Brent Honea
Financial Advisor
Jason Stone
Managing Director, CFP / CPWA Secura Financial Planning and Wealth Management
EH
Edwin Hilden
Financial Advisor, Certified Financial Planner™ Practitioner, and Accredited Asset Management Specialist
You Might Like
DH
Dennis Hanson
Principal
Jamison Hanson
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
PM
Prtima MISHRA1
Software Engineer
PA TEST
MO
Melissa Opel
Portfolio Manager
Northern Capital Management Inc