Jay Buckingham, financial advisor Dayton OH
96 score

Jay Buckingham

CRD Number: 1057718
Current Firm: Buckingham Financial Group, Inc.

Jay Buckingham (CRD# 1057718) is an Investment Advisor Representative working at Buckingham Financial Group, Inc. in Dayton, OH and has over 31 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.

Similar Advisors
Matthew Deller, financial advisor Dayton OH
Matthew G. Deller
CRD# 2772223
Sound Financial Investment Management, LLC
Similar Advisors
Shawn Scott, financial advisor Dayton OH
Shawn M. Scott
CRD# 5000330
Wealthquest Corporation
Similar Advisors
Brad Drager, financial advisor Dayton OH
Brad L. Drager
CRD# 5403175
Raymond James & Associates, Inc.
Professional Designations
Company Name Location Dates Years
Capital Investment Group, Inc. Raleigh, NC Apr 2009 - Current 9
Oberlin Financial Corp Bryan, OH Apr 2002 - Current 16
Buckingham Capital Mgmt. Dayton, OH Aug 2000 - Current 17
Buckingham Tax Service - Dba/weston Tax Services Columbus, OH Jul 2000 - Current 17
Buckingham & Groezinger Columbus, OH Jun 1999 - Current 18
Buckingham Financial Planning Dayton, OH May 1999 - Current 19
Sunrise Technology Dayton, OH Jun 1998 - Current 19
Capital Research Company- Dba/buckingham Financial Group Dayton, OH Oct 1988 - Current 29
Buckingham & Company/dba/buckingham Financial Group Dayton, OH Oct 1987 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1986
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Jay A. Buckingham
Phone Number: 937-435-2742
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.