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Jonathan Joseph Scheid

Buckingham Strategic Partners, LLC

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About Jonathan Joseph Scheid

Jonathan Scheid is an investment advisor representative at Buckingham Strategic Partners, LLC. Jonathan has been in the industry since 2003 and has experience in financial planning, portfolio management, and asset management. Jonathan holds a Series 7, Series 7TO, Series 24 and Series 63 licenses.

Firm Information

Jonathan Scheid is currently registered with Buckingham Strategic Partners, LLC. Buckingham Strategic Partners, LLC is a St. Louis, MO-based investment advisor with approximately $29.34 billion in regulatory assets under management. They provide a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals, businesses, and investment companies, and educational seminars. The firm serves a diverse clientele, including high-net-worth individuals, corporations, pension and profit-sharing plans, and other investment advisors. They also offer a turnkey asset management provider service.
Buckingham Strategic Partners, LLC

8182 MARYLAND AVENUE

ST. LOUIS, MO 63105

$29.34B

Assets Under Management

1,709

Total Clients

41

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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turnkey asset management provider

Turnkey asset management provider

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

Fee sharing with independent registered investment advisors

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Jonathan Scheid’s Registration & Firm History

MO

12/13/2018 - Present

Buckingham Strategic Partners, LLC (ST. LOUIS MO)

CA

10/04/2007 - 09/18/2009

BELLATORE SECURITIES, INC. (SAN JOSE CA)

CA

11/19/1999 - 05/26/2006

LORING WARD SECURITIES INC. (SAN JOSE CA)

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Licenses & Designations

BC

Issued 06/28/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/22/2024

Series 24 - General Securities Principal Examination

BC

Issued 05/01/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/12/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Joseph Scheid.
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