JB
Jonathan E. Buckley
FORVIS MAZARS WEALTH ADVISORS
Fort Wayne, IN 46802
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CRD#: 6743675
JB
Professional summary
Jonathan Earl Buckley is a registered financial advisor currently at FORVIS MAZARS WEALTH ADVISORS, LLC located in Fort Wayne, Indiana.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jonathan has worked at 2 firms and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Earl Buckley'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®
NoneExperience
Current
June 8, 2022 - Present
FORVIS MAZARS WEALTH ADVISORS, LLC
Office #1: 111 E Wayne Street Suite 600, Fort Wayne, IN 46802Office #2: 820 Massachusetts Ave. Suite 1370, Indianapolis, IN 46204Office #3: 135 West 50th Street, New York, NY 10020Office #4: 200 South Wood Avenue, Suite 125, Iselin, NJ 08830Office #5: 60 Crossways Park Drive West, Suite 301, Woodbury, NY 11797RIA
CRD#: 110905
Fort Wayne, IN
Past
February 3, 2017 - May 13, 2022
CENTERPOINT WEALTH MANAGEMENT, LLC
RIA
CRD#: 119656
ZIONSVILLE, IN
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".
FM
FORVIS MAZARS WEALTH ADVISORS, LLC
BKD INVESTMENT ADVISORS LLC | FORVIS WEALTH ADVISORS, LLC | FORVIS PRIVATE CLIENT | FORVIS MAZARS WEALTH ADVISORS, LLC | FORVIS MAZARS WEALTH ADVISORS | FORVIS MAZARS PRIVATE CLIENT | BKDWA | BKDIA | BKD WEALTH ADVISORS, LLC
CRD#: 110905 / SEC#: 801-56928
RIA
Registered Investment Advisory firm - (10/28/1999 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.Highlighted states indicate IAR registrations
IAR
Indiana(6/8/2022)
IAR
New Jersey(11/7/2024)
IAR
New York(11/4/2024)
Current Firm
FM
FORVIS MAZARS WEALTH ADVISORS, LLC
BKD INVESTMENT ADVISORS LLC | FORVIS WEALTH ADVISORS, LLC | FORVIS PRIVATE CLIENT | FORVIS MAZARS WEALTH ADVISORS, LLC | FORVIS MAZARS WEALTH ADVISORS | FORVIS MAZARS PRIVATE CLIENT | BKDWA | BKDIA | BKD WEALTH ADVISORS, LLC
CRD#: 110905 / SEC#: 801-56928
RIA
Registered Investment Advisory firm - (10/28/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
910 East St Louis St, Springfield, MO 65806
Mailing Address
Phone number
(417) 831-7283
Established
Firm type
Fiscal year end
# of Employees
123
SEC notice filing (41 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 13,227 |
| AUM (Assets Under Management) | $ 9,751,986,659 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/18/2025 | ||
| 09/18/2024 | ||
| 01/23/2024 | ||
| 11/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FORVIS MAZARS WEALTH ADVISORS, LLC
CRD#: 110905Fort Wayne, IN 46802TRUST BUT VERIFY
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