Jason Buck, financial advisor Fishers IN

Jason Buck

CRD Number: 4019618
Current Firm: Interocean Capital

Jason Buck (CRD# 4019618) is an Investment Advisor Representative working at Interocean Capital in Fishers, IN and has over 24 years of experience in the finance industry. Jason Buck 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.

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Professional Designations
Company Name Location Dates Years
Interocean Capital Group, LLC Chicago, IL Oct 2020 - Current 3
Interocean Capital, LLC Chicago, IL Apr 2016 - Oct 2020 4
Charles Schwab & Company, Inc. Indianapolis, IL Aug 1999 - Apr 2016 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2000
S66 NASAA Uniform Combined State Law Examination Sep 2004
Contact Info for Jason L. Buck
Phone Number: 312-648-1720
Registered State(s):
  • IL
  • IN
  • MO
By the Numbers
  • Total Assets Under Management
    5,339
    MILLIONS
  • Total Number of Accounts
    7,253
    ACCOUNTS
  • Average Account Value
    $736,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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