Unclaimed Profile

Jay Allen Buckingham

BUCKINGHAM CAPITAL MANAGEMENT, INC.·DAYTON, Ohio

Series 6, Series 7, Series 22, Series 24, Series 63, Series 65Clean record26 years registeredBUCKINGHAM CAPITAL MANAGEMENT, INC.

6856 LOOP ROAD, DAYTON, OH 45459CRD# 1057718Firm CRD# 117984

Profile Verification

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

Identity

Jay Allen Buckingham · DAYTON, OH

Registration

CRD #1057718 · BUCKINGHAM CAPITAL MANAGEMENT, INC. · 26 years registered

Brand Profile

Not yet started

Career History

WAVERLY ADVISORS, LLC

Nov 2024 – present

BUCKINGHAM CAPITAL MANAGEMENT, INC.

Oct 1999 – Mar 2025

DAYTON, OH

BUCKINGHAM FINANCIAL GROUP, INC.

Oct 1999 – Mar 2025

DAYTON, OH

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 24

Series 63

Series 65

Registration record

First registered · October 18, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BUCKINGHAM CAPITAL MANAGEMENT, INC.

CRD 117984 · SEC 801-61296

AUM

$911M

Regulatory assets under management

Employees

3,190 client accounts

Services offered by BUCKINGHAM CAPITAL MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at BUCKINGHAM CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jay Allen Buckingham offer?

Jay Allen Buckingham specializes in Investment Management, Wealth Management. Contact their office in DAYTON, Ohio for a consultation.

What are Jay Allen Buckingham's credentials?

Jay Allen Buckingham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jay Allen Buckingham located?

Jay Allen Buckingham is based in DAYTON, Ohio, working with BUCKINGHAM CAPITAL MANAGEMENT, INC.. Their office serves clients in the DAYTON metropolitan area and surrounding communities.

How does Jay Allen Buckingham charge for services?

Jay Allen Buckingham's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BUCKINGHAM CAPITAL MANAGEMENT, INC.?

BUCKINGHAM CAPITAL MANAGEMENT, INC. has approximately 14 employees and manages $911M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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