Unclaimed Profile

Jonathan Joseph Scheid

BUCKINGHAM STRATEGIC PARTNERS, LLC·ST. LOUIS, Missouri

Series 7, Series 7TO, Series 24, Series 63Clean record18 years registeredBUCKINGHAM STRATEGIC PARTNERS, LLC

8182 MARYLAND AVENUE, ST. LOUIS, MO 63105CRD# 3150147Firm CRD# 143319

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Joseph Scheid · ST. LOUIS, MO

Registration

CRD #3150147 · BUCKINGHAM STRATEGIC PARTNERS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

Dec 2018 – present

LWI FINANCIAL INC.

Jul 2018 – Dec 2018

SAN JOSE, CA

BELLATORE FINANCIAL, INC.

Mar 2012 – Jun 2018

SAN JOSE, CA

BELLATORE FINANCIAL, INC.

Dec 2007 – Sep 2009

SAN JOSE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 7TO

Series 24

Series 63

Registration record

First registered · December 12, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BUCKINGHAM STRATEGIC PARTNERS, LLC

CRD 143319 · SEC 801-67641

AUM

$29.3B

Regulatory assets under management

Employees

645

81,837 client accounts

Services offered by BUCKINGHAM STRATEGIC PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BUCKINGHAM STRATEGIC PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Joseph Scheid offer?

Jonathan Joseph Scheid specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Jonathan Joseph Scheid's credentials?

Jonathan Joseph Scheid is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Joseph Scheid located?

Jonathan Joseph Scheid is based in ST. LOUIS, Missouri, working with BUCKINGHAM STRATEGIC PARTNERS, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.

How does Jonathan Joseph Scheid charge for services?

Jonathan Joseph Scheid's firm is compensated through percentage of aum, subscription fees, other: fee sharing with independent registered investment advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BUCKINGHAM STRATEGIC PARTNERS, LLC?

BUCKINGHAM STRATEGIC PARTNERS, LLC has approximately 645 employees and manages $29.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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