Joshua
Buckman
E. S. Barr & Company
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About this Advisor
Joshua Buckman is a financial advisor based in Lexington, Kentucky, working with E. S. Barr & Company. Joshua has previously held positions at Deutsche Bank Securities Inc, Mjx Asset Management LLC, Sdr Ventures Inc, Transylvania University, and E. S. Barr & Company. Joshua has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kentucky. Currently, Joshua is part of E. S. Barr & Company, which operates out of Lexington, Kentucky. The firm has 6 employees and manages assets totaling $1.8 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at E. S. Barr & Company includes asset-based and performance-based fees.
Certifications and Registrations
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Fee Structure
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E. S. Barr & Company Brokerage Details
$1,796,022,602
6
866
$2,073,929
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Joshua Buckman Work History
E.S. Barr & Company
Deutsche Bank Securites Inc
Mjx Asset Management LLC
Mjx Asset Management LLC
Sdr Ventures Inc
Transylvania University
Disclosures
Please visit the SEC profile of Joshua Buckman 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 E. S. Barr & Company
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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