Jon G. Bucklin
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.
Jon Grenville Bucklin, who also goes by Jon Grenville Buckin, was a registered financial professional .
Jon is a previously registered financial professional and started their career in finance in 1985. Jon had worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 25, 2005 - October 23, 2024
WEALTH MANAGEMENT PARTNERS LLC
September 30, 1998 - December 31, 2004
OSAIC FS, INC.
October 9, 1997 - September 30, 1998
WINGSPAN INVESTMENT SERVICES
March 2, 1994 - September 29, 1997
NATCITY INSURANCE SERVICES, INC.
April 3, 1986 - March 1, 1994
OSAIC FS, INC.
September 5, 1985 - April 15, 1986
PW SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
WEALTH MANAGEMENT PARTNERS LLC
CRD#: 133467 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 256 |
| AUM (Assets Under Management) | $ 60,000,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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