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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Earl Buckley is an investment advisor representative with Forvis Mazars Wealth Advisors, LLC. Jonathan has been in the industry since January 2013 and has experience with Deloitte Tax, LLP and CENTERPOINT WEALTH MANAGEMENT, LLC. Jonathan is licensed in Indiana, New Jersey and New York. Jonathan is a Series 65 holder. Jonathan’s specialties include retirement planning, college savings, estate planning, insurance, and investment management. Jonathan has a focus on high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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MO
11/04/2024 - Present
Forvis Mazars Wealth Advisors, LLC (SPRINGFIELD MO)
IA
Issued 02/03/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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