Jon Bucklin, financial advisor Cedar MI

Jon Bucklin

CRD Number: 1392586
Current Firm: Wealth Management Partners LLC

Jon Bucklin (CRD# 1392586) is an Investment Advisor Representative working at Wealth Management Partners LLC in Cedar, MI and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Management Partners LLC Okemos, MI Sep 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1985
S65 NASAA Investment Advisors Law Examination Apr 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jon G. Bucklin
Phone Number: 517-655-6200
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    60
    MILLIONS
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $240,000
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

IN, MI, TX

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