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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Buckingham is a financial advisor who has been in the industry since 1982. Jay works with individuals and families, businesses, charitable organizations, and pension plans. Jay is a Certified Financial Planner and holds Series 6, 7, 22, 24, 63, and 65 licenses. Jay currently works for Waverly Advisors, LLC and Buckingham Financial Group, Inc. Jay has previously worked for several other firms including Capital Investment Group, Inc., NRP Financial, Inc., IFG Network Securities, Inc., and Commonwealth Equity Services, Inc. Jay has a long and varied career in the financial services industry.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AL
11/13/2024 - Present
Waverly Advisors, LLC (BIRMINGHAM AL)
OH
04/21/2009 - 11/08/2012
CAPITAL INVESTMENT GROUP, INC. (DAYTON OH)
OH
04/19/2002 - 04/23/2009
NRP FINANCIAL, INC. (DAYTON OH)
GA
01/01/1996 - 04/23/2002
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
02/28/1994 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
MA
12/08/1989 - 02/28/1994
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
AZ
11/19/1989 - 12/19/1989
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/06/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/24/1982 - 11/16/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
09/24/1982 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 06/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/1988
Series 24 - General Securities Principal Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
BC
Issued 09/27/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/23/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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