Richard W Jackman

Current Employers

Employment History

• 05/1997 → 12/2019
  Barth Financial Advisors, Llc
  Orange, CA
• 09/2008 → Present
  Bentley Financial & Insurance Services, Inc.
  Orange, CA
• 10/2006 → 12/2018
  Fortress Equity Mortgage
  Orange, CA
• 12/2014 → 03/2024
  Crown Capital Securities, Lp
  Orange, CA
• 11/2015 → 03/2024
  Crown Capital Securities, L.P.
  Orange, CA
• 12/2019 → Present
  Secura Financial, Llc
  Orange, CA
• 01/2000 → Present
  Barth Calderon, Llp
  Orange, CA
• 03/2024 → Present
  Arkadios Capital
  Atlanta, GA

Previous Registrations

• 2015-11-30 → 2024-03-25
  Crown Capital Securities, L.P.
  Yorba Linda, CA
  Orange, CA
  Orange, CA
  Orange, CA
  Henderson, NV
• 2014-01-06 → 2014-12-24
  J. W. Cole Advisors, Inc.
  Orange, CA
  Tampa, FL
• 1997-12-31 → 2010-12-02
  Lpl Financial Llc
  Orange, CA
  Orange, CA

Other Businesses

(1) START DATE 12/2014, I'M AN INDEPENDENT CONTRACTOR DBA BENTLEY FINANCIAL & INSURANCE. MY DUTIES INCLUDE FIXED INSURANCE SALES. I DEVOTE 5 HRS/MO (ALLDURING TRADING) TO THIS NON-INVESTMENT RELATED ACTIVITY. (2) START DATE 11/2019 I'M CHIEF INVESTMENT OFFICER (AND 30% OWNER) OF SECURA FINANCIAL, LLC. IDEVOTE 100 HRS/MO (60 OR MORE DURING TRADING) TO THIS INVESTMENT RELATED ACTIVITY. MY DUTIES INCLUDE COMPREHENSIVE FINANCIAL PLANNING, WEALTHMANAGEMENT & INVESTMENT ADVISORY. (3) START DATE 01/2000 I AM A LEGAL ASSISTANT FOR BARTH CALDERON. I DEVOTE 10 HRS/MO (NONE DURING TRADING). MY DUTIESINCLUDE ASSISTING WITH INFORMATION GATHERING & ANALYSIS FOR LEGAL CLIENTS. BUSINESS ADDRESS FOR ALL ABOVE: 333 CITY BLVD., WEST #2050, ORANGE, CA 92868. (4)TSR Capital Holdings and Twin Suns Omega START DATE 11/2021 I AM THE TRUSTEE OF THE JACKMAN FAMILY TRUST; THIS IS NOT ANY INVESTMENT RELATED ACTIVITY AND MY DUTIES ARE TO MANAGER THE PERSONAL FAMILY HOLDINGS. (5)ARKADIOS CAPITAL; Yes; Orange, CA; Broker-dealer; Registered Representative; 03/2024; 25/ HRS MO; 25/ HRS MO;

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-04-17
• S63 Uniform Securities Agent State Law Examination
  1994-07-05

Designations

Other Names

• R W Jackman
• Richard Wayne Jackman
• Rich Jackman