Richard W. Jackson

TURTLE CREEK WEALTH ADVISORS

Dallas, TX 75201

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CRD#: 2828190

Professional summary

Richard W Jackson, CFP®, who also goes by Richard Wayne Jackson, is a registered financial advisor currently at TURTLE CREEK WEALTH ADVISORS, LLC located in Dallas, Texas.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Richard has worked at 10 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Richard Wayne Jackson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Texas Capital Bank Private Wealth Advisors; 1/27/2017; Investment Advisor; Dallas, Texas; yes, investment related; 160 hours per month; 160 hours during trading hours. Job description: Investment management, trading, planning.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard W Jackson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

March 2, 2023 - Present

TURTLE CREEK WEALTH ADVISORS, LLC

Office #1: 2828 N. Harwood Street Suite 1250, Dallas, TX 75201

RIA

CRD#: 322998

Dallas, TX

Past

January 4, 2019 - June 30, 2022

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

RIA

CRD#: 298422

DALLAS, TX

Past

January 2, 2019 - June 24, 2022

KINGSWOOD CAPITAL PARTNERS, LLC

CRD#: 288898

Dallas, TX

Past

April 11, 2017 - December 31, 2018

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

DALLAS, TX

Past

February 21, 2017 - December 31, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Dallas, TX

Past

September 3, 2008 - January 31, 2017

SCHLINDWEIN ASSOCIATES LLC

RIA

CRD#: 109132

DALLAS, TX

Past

July 17, 2007 - April 21, 2008

RAA WEALTH MANAGEMENT, LLC

RIA

CRD#: 141526

DALLAS, TX

Past

April 8, 2005 - July 18, 2007

CLEARY GULL INC.

CRD#: 45309

MILWAUKEE, WI

Past

January 3, 2005 - July 18, 2007

CLEARY GULL INC.

RIA

CRD#: 45309

DALLAS, TX

Past

March 26, 2001 - November 19, 2004

RETIREMENT ADVISORS OF AMERICA

RIA

CRD#: 106968

DALLAS, TX

Past

December 11, 1996 - March 16, 2000

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TURTLE CREEK WEALTH ADVISORS, LLC

TURTLE CREEK | TURTLE CREEK, A MULTI-FAMILY OFFICE | TURTLE CREEK WEALTH ADVISORS, LLC

CRD#: 322998 / SEC#: 801-127123

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(3/2/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/27/2017

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/31/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/21/2017

General Securities Representative Examination

Current Firm

TURTLE CREEK WEALTH ADVISORS, LLC

TURTLE CREEK | TURTLE CREEK, A MULTI-FAMILY OFFICE | TURTLE CREEK WEALTH ADVISORS, LLC

CRD#: 322998 / SEC#: 801-127123

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

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Contact information

Main Address

2828 N. Harwood Street Suite 1250, Dallas, TX 75201

Mailing Address

Phone number

(214) 214-3110

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TURTLE CREEK WEALTH ADVISORS LLC FORM ADV PART 2A BROCHURE (10/17/2025)

Regulatory assets under management

Total Number of Accounts	838
AUM (Assets Under Management)	$ 1,712,227,523

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Richard W. Jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard W Jackson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

KINGSWOOD CAPITAL PARTNERS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

SCHLINDWEIN ASSOCIATES LLC

RAA WEALTH MANAGEMENT, LLC

CLEARY GULL INC.

CLEARY GULL INC.

RETIREMENT ADVISORS OF AMERICA

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

TURTLE CREEK WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/27/2017

Series 65

Date: 1/31/2001

SIE

Date: 10/1/2018

Series 7

Date: 2/21/2017

Current Firm

TURTLE CREEK WEALTH ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TURTLE CREEK WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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