Unclaimed Profile

Richard W Jackman

SECURA FINANCIAL, LLC·ORANGE, California

SIE, Series 7, Series 24, Series 31, Series 63, Series 65CFP28 years registeredSECURA FINANCIAL, LLC

333 CITY BOULEVARD WEST,, ORANGE, CA 92868-2944CRD# 2501641Firm CRD# 137324

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard W Jackman · ORANGE, CA

Registration

CRD #2501641 · SECURA FINANCIAL, LLC · 28 years registered

Brand Profile

Not yet started

Career History

ARKADIOS CAPITAL

Mar 2024 – present

SECURA FINANCIAL

Jan 2007 – present

CROWN CAPITAL SECURITIES, L.P.

Nov 2015 – Mar 2024

ORANGE, CA

J. W. COLE ADVISORS, INC.

Jan 2014 – Dec 2014

ORANGE, CA

LPL FINANCIAL CORPORATION

Dec 1997 – Dec 2010

ORANGE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · December 31, 1997

Years registered · 28

Professional designation · CFP

Disclosure History

2022Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SECURA FINANCIAL, LLC

CRD 137324 · SEC 801-113072

AUM

$230M

Regulatory assets under management

Employees

1,123 client accounts

Services offered by SECURA FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SECURA FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Richard W Jackman offer?

Richard W Jackman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ORANGE, California for a consultation.

What are Richard W Jackman's credentials?

Richard W Jackman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Richard W Jackman located?

Richard W Jackman is based in ORANGE, California, working with SECURA FINANCIAL, LLC. Their office serves clients in the ORANGE metropolitan area and surrounding communities.

How does Richard W Jackman charge for services?

Richard W Jackman's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SECURA FINANCIAL, LLC?

SECURA FINANCIAL, LLC has approximately 10 employees and manages $230M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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