James W. Kilgore

BUCKEYE WEALTH PARTNERS

Centerville, OH 45459

Some features on this profile are disabled

CRD#: 6695352

Professional summary

James William Kilgore, CFP®, who also goes by Jim Kilgore, James Kilgore, is a registered financial advisor currently at BUCKEYE WEALTH PARTNERS, LLC located in Centerville, Ohio.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. James has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim Kilgore | James Kilgore

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)Warren County Veteran Service Commission, Board Member, Not Investment Releated, Board Member supporting veterans, Start date 1/1/19, 4 hrs per mo, 0 hrs per mo during trading hrs, compensation salary, plan budgets and expenditures for the Warren County Veterans Commission (2) Buckeye Wealth Partners, Not Investment Related, Owner of Tax Prep business, start date 3/1/19, 10 hrs per month, 0 hrs per mo during trading hrs, compensation fee-based, prepare and file tax returns for clients of my tax practice

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James William Kilgore'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: 2019

Experience

Current

August 7, 2018 - Present

BUCKEYE WEALTH PARTNERS, LLC

Office #1: 203 W. Franklin St., Centerville, OH 45459

RIA

CRD#: 126428

Centerville, OH

Past

June 4, 2019 - June 10, 2024

CEROS FINANCIAL SERVICES, INC.

CRD#: 37869

Centerville, OH

Past

August 7, 2018 - December 31, 2020

BUCKEYE WEALTH PARTNERS, LLC

RIA

CRD#: 126428

Centerville, OH

Past

October 9, 2017 - July 31, 2018

INVEST CAPITAL PARTNERS

RIA

CRD#: 287987

SPRINGBORO, OH

Past

March 31, 2017 - October 26, 2017

LEVEL FOUR FINANCIAL, LLC

CRD#: 25700

Springboro, OH

Past

February 3, 2017 - April 3, 2017

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

SPRINGBORO, OH

Past

October 13, 2016 - March 31, 2017

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

SPRINGBORO, OH

Past

September 8, 2016 - October 6, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

WEST CHESTER, OH

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

Louisiana
(2/24/2025)

IAR

Ohio
(8/7/2018)

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 66

Date: 12/19/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/26/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/25/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/8/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BUCKEYE WEALTH PARTNERS, LLC

401 ADVISOR, LLC | DESHURKO INVESTMENT SERVICES, INC. | BUCKEYE WEALTH PARTNERS, LLC

CRD#: 126428 / SEC#:

Louisiana

Registered Investment Advisory firm - (1/9/2025 Approved)

Ohio

Registered Investment Advisory firm - (5/8/2003 Approved)

Texas

Registered Investment Advisory firm - (7/12/2022 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

203 W. Franklin St., Centerville, OH 45459

Mailing Address

Phone number

(937) 434-1790

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	268
AUM (Assets Under Management)	$ 65,368,025

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.

Similar Advisors

Douglas Kinsey

ARTIFEX FINANCIAL GROUP, LLC

IAR

Oakwood, OH

We're Here To Help

Advisor Monitoring

Firm Stability Insights

James W. Kilgore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James William Kilgore's CRS (Customer Relationship Summary).

Certified licenses

Experience

CEROS FINANCIAL SERVICES, INC.

BUCKEYE WEALTH PARTNERS, LLC

INVEST CAPITAL PARTNERS

LEVEL FOUR FINANCIAL, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/19/2016

SIE

Date: 10/26/2017

Series 7

Date: 1/25/2017

Series 6

Date: 9/8/2016

Current Firm

BUCKEYE WEALTH PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BUCKEYE WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors