Jay
Buckingham

Buckingham Financial Group, Inc

CRD#1057718
Investment Advisor
in Dayton, OH

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About this Advisor

Jay Buckingham is a certified financial planner operating in Dayton, Ohio with 24 years of industry experience. Buckingham works at Buckingham Financial Group, Inc. The advisor has gained experience at Buckingham & Company/Dba/Buckingham Financial Group, Capital Research Company- Dba/Buckingham Financial Group, Sunrise Technology, Buckingham Financial Planning, Buckingham & Groezinger, Buckingham Tax Service - Dba/Weston Tax Services, Buckingham Capital Mgmt, Oberlin Financial Corp and Capital Investment Group, Inc. Buckingham has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Ohio. Buckingham Financial Group, Inc is a business headquartered in Dayton, OH. It has offices in three locations and a total of 13 people on staff. Buckingham Financial Group, Inc provides a few services, including financial planning services and educational seminars. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees charged by Buckingham Financial Group, Inc can include some combination of hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

24 years

Services Offered

Financial planning services, Educational seminars/workshops

Fee Structure

Hourly Charges, Fixed Fees, Others

Office Location

6856 Loop Road
Dayton, OH 45459-2159

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Buckingham Financial Group, Inc Brokerage Details

Total Number of Employees

13

OH Average: 34

Investment Advisory Services

  • Financial planning services
  • Educational seminars/workshops

Jay Buckingham Work History

Jay has been registered as a financial advisor for 24 years.*

2009 - Present (15 years)

Capital Investment Group, Inc

2002 - Present (22 years)

Oberlin Financial Corp

2000 - Present (24 years)

Buckingham Tax Service - Dba/Weston Tax Services

2000 - Present (24 years)

Buckingham Capital Mgmt

1999 - Present (25 years)

Buckingham Financial Planning

1999 - Present (25 years)

Buckingham & Groezinger

1998 - Present (26 years)

Sunrise Technology

1988 - Present (36 years)

Capital Research Company- Dba/Buckingham Financial Group

1987 - Present (37 years)

Buckingham & Company/Dba/Buckingham Financial Group

*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 Jay Buckingham 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 Financial Group, Inc

Lance Steiner
Dayton, OH
Michael Hays
Dayton, OH
Melissa Mueller
Dayton, OH
Nicole Strbich
Dayton, OH
Sean Martin
Dayton, OH
Christina Israel
Dayton, OH
Emily Cozad
Dayton, OH
Bradley Griffith
Dayton, 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.

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