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Jacob Scott Buckwalter

Whitaker-Myers Wealth Managers, Ltd.

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About Jacob Scott Buckwalter

Jacob Buckwalter is a financial advisor at Whitaker-Myers Wealth Managers, Ltd., based in Mansfield, Ohio. Jacob holds several industry licenses and certifications including Series 63, 65, 66 and SIE exams. Jacob has experience working with clients of all sizes, and offers a variety of financial planning services including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. Jacob has been working in the financial services industry since April 2014.

Firm Information

Jacob Buckwalter is currently registered with Whitaker-Myers Wealth Managers, Ltd.. Whitaker-Myers Wealth Managers, Ltd. is a financial advisory firm based in Mansfield, OH. They provide a variety of services including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. They manage over $513 million in assets for a range of clients, including individuals, high net worth individuals, charitable organizations, corporations, pension and profit sharing plans.
Whitaker-Myers Wealth Managers, Ltd.

1485 LEXINGTON AVE.

MANSFIELD, OH 44907

$513.03M

Assets Under Management

Not reported

Total Clients

11

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning, bill pay services

Estate planning, bill pay services

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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other

Selection of other advisers fees

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Jacob Buckwalter’s Registration & Firm History

OH

01/05/2021 - Present

Whitaker-Myers Wealth Managers, Ltd. (MANSFIELD OH)

KY

04/07/2015 - 08/02/2017

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

IA

Issued 01/05/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/12/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/26/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/02/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Scott Buckwalter.
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