Joshua
Buckman
E. S. Barr & Company
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About this Advisor
Joshua Buckman is a financial advisor based out of Lexington, Kentucky with a total of 4 years of relevant experience. Buckman works at E. S. Barr & Company. During their career, the advisor has held roles at Deutsche Bank Securites Inc, Mjx Asset Management LLC, Sdr Ventures Inc, Whitestone Feeds, Transylvania University and E.S. Barr & Company. Buckman holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Kentucky. E. S. Barr & Company is a financial advisory business operating out of Lexington, KY. It administers $1 billion in total assets across its 848 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 11 charities and foundations. Of its 848 accounts, 62% are associated with high-net-worth investors who have at least $1 million in assets. E. S. Barr & Company provides a few services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fee schedules are based on which service is provided. Fees billed by E. S. Barr & Company may include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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E. S. Barr & Company Brokerage Details
$1,408,973,691
6
848
$1,661,526
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
Joshua has been registered as a financial advisor for 4 years.*
E.S. Barr & Company
Deutsche Bank Securites Inc
Mjx Asset Management LLC
Mjx Asset Management LLC
Sdr Ventures Inc
Whitestone Feeds
Transylvania University
*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 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 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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