Jadah
Riley

Buckingham Strategic Wealth, LLC

CRD#7008958
Investment Advisor
in Robbinsville, NJ

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About this Advisor

Jadah Riley is a financial advisor based in Robbinsville, New Jersey, working with Buckingham Strategic Wealth, LLC. Jadah has previously held positions at The Child Development Center At Parker Stonegate, Allstate Insurance Company, Financial Advisor Magazine, Oppenheimer & Co, Inc, Buckingham Strategic Wealth, LLC, Rtd Financial, and Francis Financial. Jadah has passed the Series 65 regulatory exam and is registered to provide services in New Jersey. Currently, Jadah is part of Buckingham Strategic Wealth, LLC, which operates out of Robbinsville, New Jersey. The firm has 55 offices and 645 employees. The firm manages assets totaling $28.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Buckingham Strategic Wealth, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Robbinsville, NJ

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Buckingham Strategic Wealth, LLC Brokerage Details

Total Assets Under Management

$28,824,339,793

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

645

NJ Average: 458
Total Number of Accounts

50,014

NJ Average: 33,415
Average Account Size

$576,325

NJ Average: $343,232

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

Jadah Riley Work History

2023 - Present (1 year)

Buckingham Strategic Wealth, LLC

2022 - 2023 (1 year)

Francis Financial

2020 - 2022 (2 years)

Rtd Financial

2018 - 2020 (2 years)

Oppenheimer & Co, Inc

2017 - 2018 (1 year)

Financial Advisor Magazine

2016 - 2017 (1 year)

Allstate Insurance Company

2013 - 2016 (3 years)

The Child Development Center At Parker Stonegate

Disclosures

Please visit the SEC profile of Jadah Riley 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 Wealth, LLC

Waiyee Wong
Saint Louis, MO
Kristopher Roche
Charlotte, NC
Michael Heiser
Saint Louis, MO
Amanda Otto
Saint Louis, MO
Austin Vuichard
Saint Louis, MO
Jack Moore
Ridgeland, MS
Devon Sherwood
Portland, OR
Joseph Frontczak
Saint Louis, MO

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