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RIA / WealthAdvisorCertified Financial Planner25 years in industry

Richard W Jackson

Advisor at TURTLE CREEK WEALTH ADVISORS, LLC

DALLAS, TX

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Search this name across graphsid dfx:ria:adf8fcc7-b23d-b23c-1008-a180f7a95f5c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Mar 26, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TURTLE CREEK WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 31, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jan 31, 2001
First registration: Mar 26, 2001
Dual registered: no
Other names: RICHARD WAYNE JACKSON
IAPD individual key: 2828190

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TURTLE CREEK WEALTH ADVISORS, LLC	Independent wealth	Mar 2, 2023	n/a	yes	DALLAS, TX	Current employment
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS	Independent wealth	Jan 4, 2019	Jun 30, 2022	no	DALLAS, TX	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Apr 11, 2017	Dec 31, 2018	no	DALLAS, TX	Previous registration
SCHLINDWEIN ASSOCIATES LLC	Independent wealth	Sep 3, 2008	Jan 31, 2017	no	DALLAS, TX	Previous registration
RAA WEALTH MANAGEMENT, LLC	n/a	Jul 17, 2007	Apr 21, 2008	no	DALLAS, TX	Previous registration
CLEARY GULL INC.	Former SEC adviser	Jan 3, 2005	Jul 18, 2007	no	DALLAS, TX\|MILWAUKEE, WI	Previous registration
RETIREMENT ADVISORS OF AMERICA	n/a	Mar 26, 2001	Nov 19, 2004	no	DALLAS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS	TURTLE CREEK WEALTH ADVISORS, LLC	Jun 30, 2022	Mar 2, 2023	245	Firm change	RIA to new firm
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS	Dec 31, 2018	Jan 4, 2019	4	Firm change	Ibd to new firm
SCHLINDWEIN ASSOCIATES LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jan 31, 2017	Apr 11, 2017	70	Firm change	Other
RAA WEALTH MANAGEMENT, LLC	SCHLINDWEIN ASSOCIATES LLC	Apr 21, 2008	Sep 3, 2008	135	Firm change	Other
CLEARY GULL INC.	RAA WEALTH MANAGEMENT, LLC	Jul 18, 2007	Jul 17, 2007	-1	Firm change	Other
RETIREMENT ADVISORS OF AMERICA	CLEARY GULL INC.	Nov 19, 2004	Jan 3, 2005	45	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
298422:322998:TX:2022-06-30	Jun 30, 2022	Mar 2, 2023	DALLAS, TX	Firm change
149018:298422:TX:2018-12-31	Dec 31, 2018	Jan 4, 2019	DALLAS, TX	Firm change

Relationships

Registered with (7)

→ TURTLE CREEK WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Mar 2, 2023 to presentfactForm ADV
→ TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORSRegistered adviserregistration: previous registration
Jan 4, 2019 to Jun 30, 2022factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Apr 11, 2017 to Dec 31, 2018factForm ADV
→ SCHLINDWEIN ASSOCIATES LLCRegistered adviserregistration: previous registration
Sep 3, 2008 to Jan 31, 2017factForm ADV
→ RAA WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 17, 2007 to Apr 21, 2008factForm ADV
→ CLEARY GULL INC.Registered adviserregistration: previous registration
Jan 3, 2005 to Jul 18, 2007factForm ADV
→ RETIREMENT ADVISORS OF AMERICARegistered adviserregistration: previous registration
Mar 26, 2001 to Nov 19, 2004factForm ADV

Dated events

Occurred
Jun 30, 2022
Advisor changed firm
Richard W Jackson left Texas Capital Bank Private Wealth Advisors for Turtle Creek Wealth Advisors, Llc (registered 2023-03-02)
Form ADVobserved 6 days ago