JM
JM

Jacob Myers

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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
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Location

4600 S. Syracuse Street, Suite 650, Denver, CO, 80237

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jacob works as a financial advisor and investment advisor representative for Buck Financial Services and Buck Wealth Strategies, respectively, and as an insurance agent for E.A. Buck Insurance Inc., dedicating full-time hours to these roles. Additionally, Jacob works as a real estate agent for HomeSmart, spending minimal time on this activity.

Employment History
Current Registrations
Buck Wealth Strategies, LLC
February 2025 - Present · 1 yr
Madison Avenue Securities, LLCBroker
February 2025 - Present · 1 yr
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
December 2022 - January 2025 · 2 yrs 1 mo
State Registrations1 state
CO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.