JM
Jacob R. Myers
BUCK WEALTH STRATEGIES
Denver, CO 80237
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CRD#: 7651211
JM
Professional summary
Jacob Ray Myers, who also goes by Jacob R Myers, Jacob Ray Myers, is a registered financial advisor currently at BUCK WEALTH STRATEGIES, LLC located in Denver, Colorado and MADISON AVENUE SECURITIES, LLC located in Colorado Springs, Colorado.
Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Jacob has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jacob R Myers | Jacob Ray Myers
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.) 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: 2/5/2025 2.) 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 Adviser Representative; Hours Per Week: 40 Hours; Start Date: 02/2025 3.) E.A. Buck Insurance Inc.; Investment Related: Yes; Address: 55 Merchant Street Suite 2100, Honolulu, HI 96813; Nature of the Business: Insurance Sales; Position: Insurance Agent; Hours Per Week: 40 Hours; Start Date: 2/2025 4.) HomeSmart; Investment Related: No; Address: 8300 East Maplewood Ave, Ste 100, Greenwood Village, CO 80111; Nature of the Business: Residential Real Estate; Position: Real Estate Agent; Hours Per Week: 1-2 Hours; Start Date: 6/2022
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Ray Myers'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
February 7, 2025 - Present
BUCK WEALTH STRATEGIES, LLC
Office #1: 4600 S. Syracuse Street Suite 650, Denver, CO 80237RIA
CRD#: 322138
Denver, CO
Current
February 6, 2025 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 2975 Broadmoor Valley Road, Colorado Springs, CO 80906RIA
BD
CRD#: 23224
Colorado Springs, CO
Past
December 15, 2022 - January 27, 2025
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
DENVER, CO
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".
BW
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.RR
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
RR
Colorado(2/6/2025)
IAR
Colorado(2/7/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/3/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 12/15/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BW
BUCK WEALTH STRATEGIES, LLC
BUCK WEALTH STRATEGIES, LLC | JOHN INGRAHAM, LLC | E. A. BUCK FINANCIAL SERVICES
CRD#: 322138 / SEC#: 801-126075
RIA
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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
66
SEC notice filing (28 States and Territories)
Documents
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 | ||
| 01/26/2024 |
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.
