Jeffrey T. Buckner

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CRD#: 1086144

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Travis Buckner was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1983. Jeffrey had worked at 6 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

July 5, 2018 - June 3, 2021

BRIGHTPLAN LLC

RIA

CRD#: 283790

SAINT LOUIS, MO

Past

March 21, 1996 - February 11, 2022

PLANCORP, LLC

RIA

CRD#: 106599

SAINT LOUIS, MO

Past

April 11, 1986 - December 8, 1989

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

Past

April 11, 1986 - December 8, 1989

HOME LIFE INSURANCE COMPANY

CRD#: 4184

Past

August 15, 1984 - July 10, 1985

SENTRA SECURITIES CORPORATION

CRD#: 10249

Past

January 19, 1984 - September 21, 1984

PPS SECURITIES CORP.

CRD#: 10244

Past

March 21, 1983 - August 29, 1984

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRIGHTPLAN LLC

CRD#: 283790 / SEC#: 801-108227

RIA

Registered Investment Advisory firm - (8/4/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/25/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/21/1984

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/28/1982

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/13/1989

General Securities Principal Examination

Current Firm

BRIGHTPLAN LLC

CRD#: 283790 / SEC#: 801-108227

RIA

Registered Investment Advisory firm - (8/4/2016 Approved)

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Contact information

Main Address

333 West San Carlos Street Suite 600, San Jose, CA 95110

Mailing Address

7491 North Federal Hwy Suite C5-302, Boca Raton, FL 33487

Phone number

(408) 933-6188

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRIGHTPLAN ADV PART 2A (3/31/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeffrey T. Buckner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BRIGHTPLAN LLC

PLANCORP, LLC

WS GRIFFITH SECURITIES, INC.

HOME LIFE INSURANCE COMPANY

SENTRA SECURITIES CORPORATION

PPS SECURITIES CORP.

WS GRIFFITH SECURITIES, INC.

Primary Firm SEC Registration

BRIGHTPLAN LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/25/1983

Series 7

Date: 7/21/1984

Series 6

Date: 12/28/1982

Series 24

Date: 7/13/1989

Current Firm

BRIGHTPLAN LLC

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BRIGHTPLAN LLC

TRUST BUT VERIFY

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