Joshua Buckman, financial advisor Lexington KY

Joshua Buckman

CRD 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.

Similar Advisors
David Abner, financial advisor Lexington KY
David C. Abner
CRD# 5978053
Edward Jones
Similar Advisors
Josh Ackerman, financial advisor Lexington KY
Josh K. Ackerman
CRD# 5157750
Context Financial LLC
Similar Advisors
Robert Adams, financial advisor Lexington KY
Robert R. Adams
CRD# 1061144
Ameriprise Financial Services, LLC
Company Name Location Dates Years
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
Contact Info for Joshua W. Buckman
Phone Number: 859-266-1300
Firm Website:
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

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.