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 29 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.

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Professional Designations
Company Name Location Dates Years
Capital Investment Group, Inc. Raleigh, NC Apr 2009 - Current 7
Oberlin Financial Corp Bryan, OH Apr 2002 - Current 14
Buckingham Capital Mgmt. Dayton, OH Aug 2000 - Current 16
Buckingham Tax Service - Dba/weston Tax Services Columbus, OH Jul 2000 - Current 16
Buckingham & Groezinger Columbus, OH Jun 1999 - Current 17
Buckingham Financial Planning Dayton, OH May 1999 - Current 17
Sunrise Technology Dayton, OH Jun 1998 - Current 18
Capital Research Company- Dba/buckingham Financial Group Dayton, OH Oct 1988 - Current 28
Buckingham & Company/dba/buckingham Financial Group Dayton, OH Oct 1987 - Current 29
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


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Clean Record
This advisor has a clean track record with regulators.

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