Zachary Buckland, financial advisor Ottawa OH
88 score

Zachary Buckland

CRD Number: 6035577
Current Firm: Edward Jones

Zachary Buckland (CRD# 6035577) is an Investment Advisor Representative working at Edward Jones in Ottawa, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jul 2014 - Current 2
Edward Jones Toledo, OH Oct 2013 - Jul 2014 < 1
University Of Toledo Toledo, OH Aug 2010 - May 2014 3
Edward Jones Toledo, OH Jun 2013 - Aug 2013 < 1
Cliftonlarsonallen Toledo, OH Jan 2013 - Apr 2013 < 1
Morgan-stanley Toledo, OH Feb 2012 - Apr 2013 1
Whirlpool Ottawa, OH May 2012 - Jun 2012 < 1
Clean Care Inc. Toledo, OH Aug 2011 - Jun 2012 < 1
Whirlpool Ottawa, OH May 2011 - Aug 2011 < 1
Whirlpool Ottawa, OH Jul 2010 - Aug 2010 < 1
Orval Kent Delphos, OH May 2010 - Jul 2010 < 1
Ottawa-glandorf High School Ottawa, OH Aug 2006 - May 2010 3
Ottawa-elementary Ottawa, OH Jul 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Zachary Buckland
Phone Number: 314-515-2000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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