Jason
Buck
Interocean Capital
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About this Advisor
Jason Buck is a certified financial planner based out of Fortville, Indiana with a total of 3 years of relevant experience. Buck works at Interocean Capital. Their career trajectory has included roles at Interocean Capital, LLC, Interocean Capital Group, LLC, Charles Schwab & Co., Inc and Charles Schwab Bank. Buck has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to work in Illinois, Indiana and Missouri. Interocean Capital is a financial advisory firm that has its headquarters in Nashville, TN. The company has offices in two locations and a total of 33 people on staff. It administers $5 billion in total assets across its 6,533 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 22 charitable organizations. Of its 6,533 accounts, 84% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory firm provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management depend on which services the firm provides the client. Fees charged by Interocean Capital most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Interocean Capital Brokerage Details
$4,465,622,439
33
6,533
$683,549
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jason Buck Work History
Jason has been registered as a financial advisor for 3 years.*
Interocean Capital Group, LLC
Interocean Capital, LLC
Charles Schwab Bank
Charles Schwab & Co., Inc
*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 Interocean Capital
Chicago, IL
Nashville, TN
Chicago, IL
Paradise Valley, AZ
Nashville, TN
Nashville, TN
Nashville, TN
Chicago, IL
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.
