Jeffrey G. Best

BUCKEYE WEALTH MANAGEMENT LLC

WESTERVILLE, OH 43082

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CRD#: 2157059

Professional summary

Jeffrey Gale Best, CFP®, who also goes by Jeffrey G Best, is a registered financial advisor currently at BUCKEYE WEALTH MANAGEMENT LLC located in Westerville, Ohio.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Jeffrey has worked at 5 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey G Best

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.

INSURANCE SALES, LICENSED SINCE 1986. SALES ARE PLACED FOR CLIENTS AS NEEDED AS PART OF THEIR FINANCAIL PLANS. SPEND LESS THAN 5 HOURS PER WEEK ON INSURANCE RELATED SALES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Gale Best's CRS (Customer Relationship Summary).

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 1996

Experience

Current

July 16, 2007 - Present

BUCKEYE WEALTH MANAGEMENT LLC

Office #1: 155 Commerce Park Drive Suite 2, Westerville, OH 43082

RIA

CRD#: 143638

WESTERVILLE, OH

Past

November 28, 2006 - June 27, 2007

BEST ADVISORY SERVICES

RIA

CRD#: 119858

WESTERVILLE, OH

Past

January 2, 1996 - December 31, 2000

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

June 24, 1994 - December 31, 1995

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

July 25, 1991 - June 28, 1994

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(7/16/2007)

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: 6/14/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/5/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/22/1991

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BUCKEYE WEALTH MANAGEMENT LLC

BDG WEALTH MANAGEMENT, LLC | BUCKEYE WEALTH MANAGEMENT LLC | BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC

CRD#: 143638 / SEC#: 801-67821

RIA

Registered Investment Advisory firm - (5/2/2012 Terminated)

Ohio

Registered Investment Advisory firm - (4/16/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

155 Commerce Park Drive Suite 2, Westerville, OH 43082

Mailing Address

Phone number

(614) 839-2090

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	351
AUM (Assets Under Management)	$ 61,874,727

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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Firm Stability Insights

Jeffrey G. Best

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Gale Best's CRS (Customer Relationship Summary).

Certified licenses

Experience

BUCKEYE WEALTH MANAGEMENT LLC

BEST ADVISORY SERVICES

CETERA WEALTH SERVICES, LLC

OPPENHEIMER & CO. INC.

WOODBURY FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/14/2000

Series 7

Date: 6/5/1997

Series 6

Date: 7/22/1991

Current Firm

BUCKEYE WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BUCKEYE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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