John W. Buckey
Professional summary
John Warren Buckey, who also goes by Jack Buckey, John W Buckey, John Buckey, is a registered financial advisor currently at ENVESTNET PMC located in Loveland, Colorado.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. John has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Warren Buckey's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 23, 2024 - Present
ENVESTNET PMC
June 27, 2023 - April 30, 2024
ENVESTNET EMBEDDED ADVISORY, INC.
May 8, 2020 - January 27, 2022
VALIC FINANCIAL ADVISORS, INC.
March 25, 2020 - January 27, 2022
VALIC FINANCIAL ADVISORS, INC.
June 7, 2019 - November 15, 2019
LPL FINANCIAL LLC
Primary Firm SEC Registration
ENVESTNET PMC
CRD#: 111694 / SEC#: 801-57260
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/23/2024)
(1/23/2024)
(1/23/2024)
Exams
Series 7TO
Date: 7/15/2021
General Securities Representative ExaminationSeries 6TO
Date: 6/7/2019
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
ENVESTNET PMC
CRD#: 111694 / SEC#: 801-57260
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,021,610 |
| AUM (Assets Under Management) | $ 532,197,263,852 |
Red Flags
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