Richard Jackson
Jackson & Associates · Albuquerque, New Mexico
Richard Jackson is a fee-only financial advisor at Jackson & Associates in Albuquerque, New Mexico, who holds the CFP credential. Richard charges a percentage of assets (0.26%–1.4% a year of assets managed) and focuses on retirement planning, estate & legacy planning and divorce financial planning.
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Specialties
Who they serve
- Mid-life transitions
- Retirees
- Divorced individuals
Facts
| Firm | Jackson & Associates |
|---|---|
| Based in | Albuquerque, New Mexico |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.26%–1.4% a year of assets managed |
| Assets under management | $101.4M across 81 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NM, TX · CRD 5922032 |
| Exams passed | Series 63 (2011) · Series 65 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | jacksonrfw.com |
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Questions about Richard
Is Richard Jackson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Jackson & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard charges a percentage of assets.
How much does Richard charge?
According to Jackson & Associates's website, checked October 30, 2026: 0.26%–1.4% a year of assets managed.
Where is Richard Jackson based?
Richard Jackson is based in Albuquerque, New Mexico.
What does Richard specialize in?
Richard's specialties include retirement planning, estate & legacy planning and divorce financial planning. Richard works with mid-life transitions, retirees and divorced individuals.
What credentials does Richard Jackson hold?
Richard Jackson holds the CFP credential.
Is Richard Jackson registered with the SEC?
Yes. Richard Jackson is registered as an investment adviser representative in NM and TX (CRD 5922032), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Jackson & Associates manage?
Jackson & Associates reports $101.4M across 81 accounts in assets under management.
How do I contact Richard Jackson?
Through Richard's website, jacksonrfw.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Jackson & Associates website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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