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Justin Joseph Buckshire

Justin J. Buckshire

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CRD#: 4726159
Justin Joseph Buckshire

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.

Justin Joseph Buckshire, CFP®, who also goes by Justin Buckshire, was a registered financial professional .

Justin is a previously registered financial professional and started their career in finance in 2004. Justin had worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Biography

My process, business beliefs, and values are all centered on helping you work towards your financial goals. In 20 years at Fidelity I've helped my clients develop, implement and maintain financial plans despite challenging markets. Fidelity has built its brand on trust with our clients and as your adviser; I am committed to using every available resource to help you work toward your financial success.
top-8-questions

Question & Answer

What are your service offerings?
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Estate Planning
Employee and Employer Plan Ben...
Insurance Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
No

Aliases

Justin Buckshire

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®
CFP®

Certified Financial Planner

Start date: 2012

Education

University of Northern Iowa

Bachelor of Arts (BA) - Marketing, International Business

2000

Experience

Past

July 13, 2018 - January 17, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
NAPLES, FL
Past

September 15, 2009 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
COVINGTON, KY
Past

June 24, 2004 - January 17, 2024

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
NAPLES, FL

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.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/23/2009
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/30/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/23/2004
General Securities Representative Examination

Current Firm

FIDELITY PERSONAL AND WORKPLACE ADVISORS
FIDELITY PERSONAL AND WORKPLACE ADVISORS
FIDELITY PERSONAL AND WORKPLACE ADVISORS | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

CRD#: 288590 / SEC#: 801-112027

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Contact information

Main Address
245 Summer Street, V2a, Boston, MA 02210
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
15,424

Documents

Latest Form ADV

Part 2 Brochures

FIDELITY WEALTH ADVISOR SOLUTIONS (11/15/2024)
FPWA FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/28/2024)
FPWA FIDELITY GO (3/28/2024)
FPWA FIDELITY MANAGED FIDFOLIOS (3/28/2024)
FPWA FIDELITY STRATEGIC DISCIPLINES (3/28/2024)
FPWA FIDELITY WEALTH SERVICES (3/28/2024)

Regulatory assets under management

Total Number of Accounts1,991,043
AUM (Assets Under Management)$ 818,776,100,963

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/22/2024
Cover Page
Report
10/23/2023
Cover Page
Report
01/06/2023
Cover Page
Report

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.

Company Information

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Financial ConsultantCRD#: 288590

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Contact information

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xxxxx@xxxx.xxx

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