Jay Buckingham (CRD# 1057718) is an Investment Advisor Representative working at Buckingham Financial Group, Inc. in Dayton, OH and has over 37 years of experience in the finance industry. Jay Buckingham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Investment Group, Inc. | Raleigh, NC | Apr 2009 - Current | 15 |
| Oberlin Financial Corp | Bryan, OH | Apr 2002 - Current | 22 |
| Buckingham Capital Mgmt. | Dayton, OH | Aug 2000 - Current | 23 |
| Buckingham Tax Service - Dba/weston Tax Services | Columbus, OH | Jul 2000 - Current | 23 |
| Buckingham & Groezinger | Columbus, OH | Jun 1999 - Current | 24 |
| Buckingham Financial Planning | Dayton, OH | May 1999 - Current | 25 |
| Sunrise Technology | Dayton, OH | Jun 1998 - Current | 25 |
| Capital Research Company- Dba/buckingham Financial Group | Dayton, OH | Oct 1988 - Current | 35 |
| Buckingham & Company/dba/buckingham Financial Group | Dayton, OH | Oct 1987 - Current | 36 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1986 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
- OH
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Educational seminars/workshops
AL, AZ, CA, FL, IN, MI, OH, PA, SC
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