Jorge
Galeano

Buckingham Strategic Partners, LLC

CRD#5016629
Investment Advisor
in Saint Louis, MO

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About this Advisor

Jorge Galeano is a financial advisor working in Saint Louis, Missouri with a total of 5 years of relevant experience. Galeano is currently employed by Buckingham Strategic Partners, LLC. Throughout their career, they have worked at Loring Ward, Foreside Financial Services, LLC and Buckingham Strategic Partners. Galeano has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Buckingham Strategic Partners, LLC is a firm that has its headquarters in Saint Louis, MO. It has $21 billion in assets across its 68,842 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 89 charitable organizations. Of its 68,842 accounts, 17% belong to high-net-worth clients who have at least $1 million in assets. Buckingham Strategic Partners, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial management fee schedules usually vary depending on which services the firm provides the client. Fees billed by Buckingham Strategic Partners, LLC likely include some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

8182 Maryland Avenue Suite 500
Saint Louis, MO 63105

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Buckingham Strategic Partners, LLC Brokerage Details

Total Assets Under Management

$20,796,940,159

MO Average: $11,469,110,461
Total Number of Employees

584

MO Average: 458
Total Number of Accounts

68,842

MO Average: 33,415
Average Account Size

$302,097

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Jorge Galeano Work History

Jorge has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Buckingham Strategic Partners

2018 - 2020 (2 years)

Foreside Financial Services, LLC

2009 - 2018 (9 years)

Loring Ward

*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 Jorge Galeano 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 Buckingham Strategic Partners, LLC

Benjamin Slater
Denver, CO
Carter Schmid
Saint Louis, MO
Kevin Carlton
Saint Louis, MO
Andrew Fenton
Saint Louis, MO
Blerina Hysi
Saint Louis, MO
Justin Cox
Saint Louis, MO
Xuyi Chen
Saint Louis, MO
Kurt Wunderlich
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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