Unclaimed Profile

Jovita Ruiz Honor

BAM ADVISOR SERVICES, LLC·ST. LOUIS, Missouri

Series 7, Series 65Clean record23 years registeredBAM ADVISOR SERVICES, LLC

8182 MARYLAND AVENUE, ST. LOUIS, MO 63105CRD# 3098129Firm CRD# 143319

Profile Verification

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

Identity

Jovita Ruiz Honor · ST. LOUIS, MO

Registration

CRD #3098129 · BAM ADVISOR SERVICES, LLC · 23 years registered

Brand Profile

Not yet started

Career History

HONOR FAMILY OFFICE, LLC

Nov 2021 – present

BUCKINGHAM STRATEGIC WEALTH, LLC

Aug 2012 – Dec 2020

PALO ALTO, CA

FOUNDERS FINANCIAL NETWORK, LLC

Jan 2011 – Dec 2012

CUPERTINO, CA

PRIALTA ADVISORS, INC.

Apr 2003 – Feb 2011

SAN JOSE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · April 29, 2003

Years registered · 23

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 Jovita Ruiz Honor offer?

Jovita Ruiz Honor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Jovita Ruiz Honor's credentials?

Jovita Ruiz Honor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jovita Ruiz Honor located?

Jovita Ruiz Honor is based in ST. LOUIS, Missouri, working with BAM ADVISOR SERVICES, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.

How does Jovita Ruiz Honor charge for services?

Jovita Ruiz Honor'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 BAM ADVISOR SERVICES, LLC?

BAM ADVISOR SERVICES, 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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