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Jeffrey Buck

Buck Wealth Strategies, LLC
21 Years of Experience
Honolulu, HI
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jeffrey Buck is a registered investment advisor at Buck Wealth Strategies, LLC, based in Honolulu, HI, with 21 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,948 clients with $1.6B in assets under management.

Buck Wealth Strategies, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
2,948 clients
Average Client Portfolio
$557K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.50%. Fees may vary based on account size, portfolio complexity, or other factors, and are negotiable at the firm's sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

55 Merchant Street, Suite 2100, Honolulu, HI, 96813

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2023
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey is an insurance agent with E.A. Buck Insurance, a registered representative with Madison Avenue Securities, and an investment advisor representative (IAR) with AEWM. He also has several other business activities, including rental property, tax services, and serving as a director for multiple investment-related businesses, and a board member for a non-profit.

Employment History
Current Registrations
Buck Wealth Strategies, LLC
August 2022 - Present · 4 yrs 2 mos
Madison Avenue Securities, LLCBroker
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
Buck Wealth Strategies, LLC
August 2022 - August 2022 · 0 mos
Ae Wealth Management, LLC
December 2019 - January 2023 · 3 yrs 1 mo
Spc
August 2011 - December 2019 · 8 yrs 4 mos
Parkland Securities, LLCBroker
August 2011 - December 2019 · 8 yrs 4 mos
H. Beck, INC.
January 2007 - August 2011 · 4 yrs 7 mos
H. Beck, INC.Broker
January 2005 - August 2011 · 6 yrs 7 mos
State Registrations37 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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