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Jeffrey Anthony Wyrwa

Buckman Advisory Group LLC

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About Jeffrey Anthony Wyrwa

Jeffrey Anthony Wyrwa is a Registered Representative, Investment Adviser Representative, and Investment Adviser Representative. He is a representative of Buckman Advisory Group LLC and has been in the industry since September 3, 2007. Jeffrey holds Series 7, Series 63, and Series 65 licenses and has completed the Securities Industry Essentials Examination (SIE). He is also a Chartered Financial Consultant (ChFC). Jeffrey has experience working with high-net-worth individuals, corporations, and charitable organizations. Buckman Advisory Group LLC is a fee-only advisory firm with offices in Little Silver, New Jersey. The firm provides financial planning, portfolio management, and other advisory services to a variety of clients.

Firm Information

Jeffrey Wyrwa is currently registered with Buckman Advisory Group LLC. Buckman Advisory Group LLC is a Registered Investment Advisor based in LITTLE SILVER, NJ. The firm manages over $211 million in assets and provides financial planning, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They have 13 investment adviser representatives and cater to high net worth individuals, corporations, charitable organizations, and other investors. They also participate in wrap fee programs.
Buckman Advisory Group LLC

44 CHURCH STREET

LITTLE SILVER, NJ 07739

$211.90M

Assets Under Management

810

Total Clients

12

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Jeffrey Wyrwa’s Registration & Firm History

NJ

04/04/2013 - Present

Buckman Advisory Group LLC (LITTLE SILVER NJ)

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Licenses & Designations

IA

Issued 09/24/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/15/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jeffrey Anthony Wyrwa.
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