Joshua Buckland (CRD# 7785496) is an Investment Advisor Representative working at Edward Jones in Glandorf, OH and has 1 year of experience in the finance industry.
CRD# 809243
Stifel, Nicolaus & Company, Incorporated
CRD# 2334231
Osaic Wealth, Inc.
CRD# 4774894
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Jul 2023 - Current | < 1 |
Fortman Insurance Services | Ottawa, OH | Jun 2019 - Jul 2023 | 4 |
Uis Insurance & Investments | Tiffin, OH | May 2016 - Jun 2019 | 3 |
Miller Contracting Group | Ottoville, OH | May 2016 - Aug 2016 | < 1 |
University Of Toledo | Toledo, OH | Aug 2015 - May 2016 | < 1 |
Whirlpool Corp. | Ottawa, OH | May 2013 - Apr 2016 | 2 |
J Ross V Management Company | West Chester, OH | May 2015 - Aug 2015 | < 1 |
University Of Toledo | Toledo, OH | Aug 2014 - May 2015 | < 1 |
Kelly Services Inc. | Detroit, OH | Jun 2013 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- OH
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
AK, 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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