AdvisorOS Directory
Claim Profile
Unclaimed Profile
JB

Jay Leonard Buckman

KOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C.·METAIRIE, Louisiana
Clean recordKOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C.
2555 SEVERN AVENUE, METAIRIE, LA 70002CRD# 4486256Firm CRD# 117236

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jay Leonard Buckman · METAIRIE, LA
Registration
CRD #4486256 · KOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jay Leonard Buckman is a registered financial advisor based in METAIRIE, Louisiana, affiliated with KOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Jay

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jay is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
KOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C.
KBOC, LLC
AUM
$43M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at KOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FEES MAY BE NEGOTIABLE AND MAY VARY FROM CLIENT TO CLIENT
Regulatory
SEC/IARD CRD# 4486256
Firm CRD# 117236
View on FINRA BrokerCheck →

Looking for a financial advisor in METAIRIE?

Browse all registered financial advisors in METAIRIE, Louisiana or claim this profile if it's yours.

Browse METAIRIE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jay Leonard Buckman offer?
Jay Leonard Buckman specializes in Financial Planning, Investment Management. Contact their office in METAIRIE, Louisiana for a consultation.
What are Jay Leonard Buckman's credentials?
Jay Leonard Buckman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Leonard Buckman located?
Jay Leonard Buckman is based in METAIRIE, Louisiana, working with KOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C.. Their office serves clients in the METAIRIE metropolitan area and surrounding communities.
How does Jay Leonard Buckman charge for services?
Jay Leonard Buckman's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fees may be negotiable and may vary from client to client. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C.?
KOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C. has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at KOLTUN, BUCKMAN, ORTIZ CONSULTANTS, L.L.C.

Gerardo Ortiz
METAIRIE, LA

More Advisors in METAIRIE, Louisiana

James Carlos Parrie
TRUWEALTH ADVISORS, LLC·METAIRIE, LA
John Hansen Dalton
ADG WEALTH MANAGEMENT GROUP, LLC·METAIRIE, LA
Pierre Lemoine Adams
WEALTHHARBOR CAPITAL GROUP, LLC·METAIRIE, LA
Carol Wesenberg Hance
LONGUEVUE MANAGEMENT COMPANY, LLC·METAIRIE, LA
Petra Smith
RESOURCE MANAGEMENT INC·METAIRIE, LA
Christy Lynn Neal Simmons
TRUWEALTH ADVISORS, LLC·METAIRIE, LA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Louisiana
NEW ORLEANS (156)BATON ROUGE (72)LAFAYETTE (41)SHREVEPORT (30)MANDEVILLE (25)MONROE (18)COVINGTON (15)HOUMA (9)HAMMOND (5)MINDEN (5)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideLAFAYETTE GuideSHREVEPORT GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
Request removal of this profile