Kerry J. Chamberlin

BUCK WEALTH STRATEGIES

Bellevue, WA

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CRD#: 6414321

Professional summary

Kerry Joseph Chamberlin, who also goes by Kerry Joseph Chamberlin, is a registered financial advisor currently at BUCK WEALTH STRATEGIES, LLC located in Bellevue, Washington and MADISON AVENUE SECURITIES, LLC located in Bellevue, Washington.

Kerry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Kerry has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kerry Joseph Chamberlin

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.

1.) Name: Buck Wealth Strategies; Investment Related: Yes; Address: 55 Merchant Street, Suite 2100, Honolulu HI 96813; Nature of the Business: Registered Investment Adviser engaged in asset management services; Position: Investment Advisor Representative; Hours Per Week: 40 Hours; Start Date: 10/20/2025 2.) Name: Buck Financial Services; Investment Related: Yes; Address: 55 Merchant Street, Suite 2100, Honolulu HI 96813; Nature of the Business: Financial Advisor offering investment advice and insurance; Position: Employee; Hours Per Week: 40 Hours; Start Date: 10/20/2025 3.) Name: Madison Avenue Securities; Investment Related: Yes; Address: 13500 Evening Creek Dr. N. Ste 555, San Diego, CA 92128; Nature of the Business: Broker Dealer; Position: Registered Representative; Hours Per Week: 40 Hours; Start Date: 10/20/2025

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kerry Joseph Chamberlin's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 21, 2025 - Present

BUCK WEALTH STRATEGIES, LLC

RIA

CRD#: 322138

Bellevue, WA

Current

October 25, 2025 - Present

MADISON AVENUE SECURITIES, LLC

Office #1: 11120 Ne 2nd Street, Suite 120, Bellevue, WA 98004

RIA

CRD#: 23224

Bellevue, WA

Past

November 23, 2020 - April 21, 2024

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Bellevue, WA

Past

November 23, 2020 - April 21, 2024

J.P. MORGAN SECURITIES LLC

CRD#: 79

Bellevue, WA

Past

August 10, 2020 - October 22, 2020

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

SEATTLE, WA

Past

August 2, 2020 - October 21, 2020

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SEATTLE, WA

Past

December 21, 2018 - July 8, 2020

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

SEATTLE, WA

Past

December 21, 2018 - July 8, 2020

J.P. MORGAN SECURITIES LLC

CRD#: 79

SEATTLE, WA

Past

August 25, 2017 - October 2, 2018

MORGAN STANLEY

RIA

CRD#: 149777

SEATTLE, WA

Past

August 3, 2017 - October 2, 2018

MORGAN STANLEY

CRD#: 149777

SEATTLE, WA

Past

November 25, 2014 - May 19, 2017

KEY INVESTMENT SERVICES LLC

CRD#: 136300

SEATTLE, WA

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".

BUCK WEALTH STRATEGIES, LLC

BUCK WEALTH STRATEGIES, LLC | JOHN INGRAHAM, LLC | E. A. BUCK FINANCIAL SERVICES

CRD#: 322138 / SEC#: 801-126075

RIA

Registered Investment Advisory firm - (7/12/2022 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Washington
(10/21/2025)

Washington
(10/25/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/25/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/19/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/3/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/25/2014

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

BUCK WEALTH STRATEGIES, LLC

BUCK WEALTH STRATEGIES, LLC | JOHN INGRAHAM, LLC | E. A. BUCK FINANCIAL SERVICES

CRD#: 322138 / SEC#: 801-126075

RIA

Registered Investment Advisory firm - (7/12/2022 Approved)

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Contact information

Main Address

4600 S. Syracuse Street Suite 650, Denver, CO 80237

Mailing Address

Phone number

(888) 210-6567

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (8/11/2025)

Regulatory assets under management

Total Number of Accounts	3,982
AUM (Assets Under Management)	$ 565,377,646

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/03/2024	Cover Page	Report
01/26/2024	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.

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Firm Stability Insights

Kerry J. Chamberlin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kerry Joseph Chamberlin's CRS (Customer Relationship Summary).

Certified licenses

Experience

MADISON AVENUE SECURITIES, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

MORGAN STANLEY

MORGAN STANLEY

KEY INVESTMENT SERVICES LLC

Primary Firm SEC Registration

BUCK WEALTH STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/25/2017

Series 63

Date: 12/19/2014

SIE

Date: 10/1/2018

Series 7

Date: 8/3/2017

Series 6

Date: 11/25/2014

FINRA

Current Firm

BUCK WEALTH STRATEGIES, LLC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BUCK WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

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