Jason Buckley is a registered investment advisor, based in Greenville, SC, with 15 years of industry experience.
Location
116 N Markley Street, Ste 200, Greenville, SC, 29601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is a partner and director of client experience at Provista Wealth Advisors, dedicating full-time hours to assisting clients with financial plans and investment strategy. He also helps clients get set up with Caribou Wealth for health insurance analysis, and is a partner/shareholder in Provista Business Services, and a VP at Mitchell Road Sports Club.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations24 states
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