Jacob S. Buckwalter

WHITAKER-MYERS WEALTH MANAGERS, LTD.

Wooster, OH 44691

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CRD#: 6458420

Professional summary

Jacob Scott Buckwalter is a registered financial advisor currently at WHITAKER-MYERS WEALTH MANAGERS, LTD. located in Wooster, Ohio.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jacob has worked at 4 firms and has passed the Series 65, Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Jacob Scott Buckwalter'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

December 17, 2020 - Present

WHITAKER-MYERS WEALTH MANAGERS, LTD.

Office #1: 3524 Commerce Parkway, Wooster, OH 44691

RIA

CRD#: 286093

Wooster, OH

Past

August 31, 2017 - March 5, 2018

WHITCOMB & HESS, INC.

RIA

CRD#: 121064

ASHLAND, OH

Past

October 19, 2015 - August 8, 2017

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

COVINGTON, KY

Past

April 7, 2015 - August 2, 2017

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

COVINGTON, KY

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".

WHITAKER-MYERS WEALTH MANAGERS, LTD.

WHITAKER-MYERS GROUP | WHITAKER-MYERS WEALTH MANAGERS, LTD.

CRD#: 286093 / SEC#: 801-118404

RIA

Registered Investment Advisory firm - (4/9/2020 Approved)

Ohio

Registered Investment Advisory firm - (4/14/2020 Terminated)

Texas

Registered Investment Advisory firm - (4/13/2020 Terminated)

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).

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
(12/17/2020)

IAR

Texas
(1/5/2021)

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

IAR

Series 65

Date: 1/5/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/12/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/26/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/2/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/7/2015

General Securities Representative Examination

Current Firm

WHITAKER-MYERS WEALTH MANAGERS, LTD.

WHITAKER-MYERS GROUP | WHITAKER-MYERS WEALTH MANAGERS, LTD.

CRD#: 286093 / SEC#: 801-118404

RIA

Registered Investment Advisory firm - (4/9/2020 Approved)

Ohio

Registered Investment Advisory firm - (4/14/2020 Terminated)

Texas

Registered Investment Advisory firm - (4/13/2020 Terminated)

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Contact information

Main Address

1485 Lexington Ave., Mansfield, OH 44907

Mailing Address

Phone number

(330) 345-5000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-WHITAKER-MYERS WEALTH MANAGERS, LTD. (11/13/2025)

Regulatory assets under management

Total Number of Accounts	8,041
AUM (Assets Under Management)	$ 713,124,591

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

Jacob S. Buckwalter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Scott Buckwalter's CRS (Customer Relationship Summary).

Certified licenses

Experience

WHITCOMB & HESS, INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

WHITAKER-MYERS WEALTH MANAGERS, LTD.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/5/2021

Series 66

Date: 10/12/2015

Series 63

Date: 5/26/2015

SIE

Date: 8/2/2017

Series 7

Date: 4/7/2015

Current Firm

WHITAKER-MYERS WEALTH MANAGERS, LTD.

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WHITAKER-MYERS WEALTH MANAGERS, LTD.

TRUST BUT VERIFY

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