Joshua BuckmanCRD Number: 6358737
Current Firm: E. S. Barr & Company
Joshua Buckman (CRD# 6358737) is an Investment Advisor Representative working at E. S. Barr & Company in Lexington, KY and has over 3 years of experience in the finance industry.
Context Financial LLC
Ameriprise Financial Services, LLC
|E.s. Barr & Company||Lexington, KY||Apr 2019 - Current||2|
|Deutsche Bank Securites Inc.||New York, NY||Nov 2017 - Mar 2019||1|
|Mjx Asset Management LLC||New York, NY||Jun 2016 - Oct 2017||1|
|Transylvania University||Lexington, KY||Aug 2012 - May 2016||3|
|Mjx Asset Management LLC||New York, NY||Jun 2015 - Aug 2015||< 1|
|Sdr Ventures Inc.||Greenwood Village, CO||Jun 2014 - Aug 2014||< 1|
|Whitestone Feeds||Owensboro, KY||Jun 2013 - Aug 2013||< 1|
|Owensboro Catholic High||Owensboro, KY||Aug 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2018|
|S65||NASAA Investment Advisors Law Examination||Sep 2019|
Total Assets Under Management1,383MILLIONS
Total Number of Accounts827ACCOUNTS
Average Account Value$1,672,902
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, GA, IL, KY, NC, NY, OH, TN, TX, VA
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