DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Richard W Jackson
Certified Financial Planner
Feed of 09/14/2026
Also filed as Richard Wayne Jackson
At current firm
3 y
since Mar 2, 2023
In the industry
25 y
since Jan 31, 2001 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Turtle Creek Wealth Advisors, LLC independent RIA currentsince Mar 2, 2023 · Dallas, Tx
- Texas Capital Bank Private Wealth Advisors independent RIAJan 4, 2019 to Jun 30, 2022 · Dallas, Tx
- Raymond James Financial Services Advisors, Inc BD affiliatedApr 11, 2017 to Dec 31, 2018 · Dallas, Tx
- Schlindwein Associates LLC independent RIASep 3, 2008 to Jan 31, 2017 · Dallas, Tx
- Raa Wealth Management, LLC unclassifiedJul 17, 2007 to Apr 21, 2008 · Dallas, Tx
- Cleary Gull Inc. formerJan 3, 2005 to Jul 18, 2007 · Dallas, Tx
- Retirement Advisors Of America unclassifiedMar 26, 2001 to Nov 19, 2004 · Dallas, Tx
Moves
a registration end followed by a registration begin elsewhere
- Texas Capital Bank Private Wealth Advisors to Turtle Creek Wealth Advisors, LLCleft Jun 30, 2022, registered Mar 2, 2023 (245 days) · RIA to a newly registered adviser · moved with a team
- Raymond James Financial Services Advisors, Inc to Texas Capital Bank Private Wealth Advisorsleft Dec 31, 2018, registered Jan 4, 2019 (4 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Schlindwein Associates LLC to Raymond James Financial Services Advisors, Incleft Jan 31, 2017, registered Apr 11, 2017 (70 days) · Other
- Raa Wealth Management, LLC to Schlindwein Associates LLCleft Apr 21, 2008, registered Sep 3, 2008 (135 days) · Other
- Cleary Gull Inc. to Raa Wealth Management, LLCleft Jul 18, 2007, registered Jul 17, 2007 (-1 days) · Other
- Retirement Advisors Of America to Cleary Gull Inc.left Nov 19, 2004, registered Jan 3, 2005 (45 days) · Other
Signals
- Richard W Jackson left Texas Capital Bank Private Wealth Advisors for Turtle Creek Wealth Advisors, Llc (registered 2023-03-02)Jun 30, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address