Jacob Buckwalter (CRD# 6458420) is an Investment Advisor Representative working at Whitaker-myers Wealth Managers, Ltd. in Mansfield, OH and has over 8 years of experience in the finance industry.
CRD# 2181026
Commonwealth Financial Network
CRD# 6706307
Km&m Pinnacle, Ltd.
CRD# 6690245
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Whitaker Myers Wealth Managers, Ltd. | Wooster, OH | Dec 2020 - Current | 3 |
| Jp Morgan Chase | Wooster, OH | Nov 2019 - Dec 2020 | 1 |
| Self Employed, Sold Items On Amazon. | Wooster, OH | Nov 2018 - Nov 2019 | 1 |
| Wooster Country Club | Wooster, OH | Apr 2018 - Nov 2018 | < 1 |
| Whitcomb And Hess | Ashland, OH | Sep 2017 - Feb 2018 | < 1 |
| Fidelity Brokerage Services LLC | Covington, KY | Apr 2014 - Aug 2017 | 3 |
| Fidelity Investments | Covington, KY | Apr 2014 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- OH
- TX
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Total Assets Under Management513MILLIONS
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Total Number of Accounts7,714ACCOUNTS
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Average Account Value$66,506
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, FL, GA, IL, IN, KS, KY, LA, MD, MI, MS, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WA, WV
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