Jacob
Buckwalter
Whitaker-Myers Wealth Managers, LTD
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About this Advisor
Jacob Buckwalter is a financial advisor working in Mansfield, Ohio with 3 years of relevant experience. Buckwalter is an employee of Whitaker-Myers Wealth Managers, LTD. Buckwalter has gained experience at Fidelity Brokerage Services LLC, Accurate Staffing, Trek Store, Smuckers, Tiffin University, Student, Ride On, Fidelity Investments, Whitcomb And Hess, Wooster Country Club, Self Employed, Sold Items On Amazon, Jp Morgan Chase and Whitaker Myers Wealth Managers, LTD. Buckwalter holds Series 63, Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Ohio and Texas. Whitaker-Myers Wealth Managers, LTD is an advisory business that has its headquarters in Mansfield, OH. The company has offices in 19 locations and a total of 17 employees. It controls $313 million in assets among its 5,690 accounts, placing it among the mid-sized firms in the United States by assets under management. The firm advises six charitable organizations. Of its 5,690 accounts, just 2% belong to high-net-worth investors who have more than $1 million in assets available to invest. Whitaker-Myers Wealth Managers, LTD offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fees depend on which services the firm provides the client. However, fee types charged by Whitaker-Myers Wealth Managers, LTD can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Whitaker-Myers Wealth Managers, LTD Brokerage Details
$313,280,725
17
5,690
$55,058
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Jacob Buckwalter Work History
Jacob has been registered as a financial advisor for 3 years.*
Whitaker Myers Wealth Managers, LTD
Jp Morgan Chase
Wooster Country Club
Self Employed, Sold Items On Amazon
Whitcomb And Hess
Fidelity Brokerage Services LLC
Accurate Staffing
Fidelity Investments
Trek Store
Smuckers
Ride On
Student
Tiffin 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 Jacob Buckwalter 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 Whitaker-Myers Wealth Managers, LTD
Mansfield, OH
Wooster, OH
Wooster, OH
Wooster, OH
Mansfield, OH
Wooster, OH
Mansfield, OH
Mansfield, OH
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.
