Richard Jackson, financial advisor Albuquerque NM

Richard Jackson

CRD Number: 5922032
Current Firm: Jackson & Associates, Inc.

Richard Jackson (CRD# 5922032) is an Investment Advisor Representative working at Jackson & Associates, Inc. in Albuquerque, NM and has over 12 years of experience in the finance industry. Richard Jackson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Jackson & Associates Inc. Albuquerque, NM Jul 2021 - Current 2
First Heartland Capital Inc. Lake St Louis, MO Jan 2016 - Current 8
Jackson& Associates Inc. Albuquerque, NM Feb 2011 - Current 13
Western Assurance Albuquerque, NM Jul 2011 - Jan 2016 4
Principal Life Ins Co Albuquerque, NM May 2011 - Jan 2016 4
Princor Financial Services Corp Albuquerque, NM May 2011 - Jan 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Richard C. Jackson
Phone Number: 505-944-8404
Firm Website: http://jacksonrfw.com
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    78
    MILLIONS
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $1,013,552
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NM, TX

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