Jeffrey David Buck

Buck Wealth Strategies, LLC

20 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Buck Wealth Strategies, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

40 advisors

Number of Clients

2,371 clients

Average Client Portfolio

$238K average

Assets Under Management

$565.4M

Fee Structure

Minimum Investment:$25K

Location

55 Merchant Street, Suite 2100, Honolulu, HI, 96813

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History

Regulatory History (1)

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Customer Dispute

August 2023

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jeffrey is an insurance agent with E.A. Buck Insurance, a registered representative with Madison Avenue Securities, and an investment advisor representative (IAR) with AEWM. He also has several other business activities, including rental property, tax services, and serving as a director for multiple investment-related businesses, and a board member for a non-profit.

Employment History

Current Registrations

Buck Wealth Strategies, LLC

August 2022 - Present · 3 yrs 6 mos

Madison Avenue Securities, LLCBroker

December 2019 - Present · 6 yrs 2 mos

Parkland Securities, LLCBroker

August 2011 - December 2019 · 8 yrs 4 mos

H. Beck, INC.

January 2007 - August 2011 · 4 yrs 7 mos

H. Beck, INC.Broker

January 2005 - August 2011 · 6 yrs 7 mos

State Registrations37 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.