Jason
Buck
Sierra Investment Management Inc
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About this Advisor
Jason Buck is a financial advisor who works in Santa Monica, California with a total of 8 years of relevant experience. Buck is an employee of Sierra Investment Management Inc. During their career, Buck has held roles at Northern Lights Distributors, LLC, New York Life Insurance Company and Wright Fund Management, LLC & Sierra Investment Management. Buck has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Sierra Investment Management Inc is a business headquartered in Santa Monica, CA. It handles $416 million in assets among its 996 accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 996 client accounts, 24% belong to high-net-worth individuals who have at least $1 million in investable assets. Sierra Investment Management Inc offers portfolio management for individuals and small businesses. Fees charged by financial advisors vary depending on which service is provided. Fee types charged by Sierra Investment Management Inc most likely consist of any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sierra Investment Management Inc Brokerage Details
$415,631,220
40
996
$417,300
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jason Buck Work History
Jason has been registered as a financial advisor for 8 years.*
Northern Lights Distributors, LLC
Wright Fund Management, LLC & Sierra Investment Management
New York Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Buck to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sierra Investment Management Inc
Santa Monica, CA
Santa Monica, CA
Irvine, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Highland Park, IL
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