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Jacob Ray Myers

Buck Wealth Strategies, LLC

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About Jacob Ray Myers

Jacob Myers is a financial advisor who has been in the industry since 2022. He has been registered with the state of Colorado since 2022 and has also been registered with FINRA since 2023. Jacob Myers is currently employed by Buck Wealth Strategies, LLC, which is a registered investment adviser engaged in asset management services. Jacob Myers provides financial planning, pension consulting, and portfolio management for individuals. He is also registered as a real estate agent with HomeSmart. Jacob Myers is dedicated to helping clients achieve their financial goals.

Firm Information

Jacob Myers is currently registered with Buck Wealth Strategies, LLC. Buck Wealth Strategies, LLC is a Denver, CO-based financial advisor registered with the SEC. The firm manages approximately $299,865,422 in regulatory assets under management for 1,979 accounts. Buck Wealth Strategies offers financial planning, pension consulting, and portfolio management for individuals and businesses. The firm primarily serves individuals other than high-net-worth, pension and profit-sharing plans, and high-net-worth individuals.
Buck Wealth Strategies, LLC

4600 S. SYRACUSE STREET

DENVER, CO 80237

$299.87M

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Myers’s Registration & Firm History

CO

02/07/2025 - Present

Buck Wealth Strategies, LLC (DENVER CO)

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Licenses & Designations

BOTH

Issued 06/20/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/02/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/15/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/16/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Ray Myers.
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