PB
PB

Patrick Buckley

8 Years of Experience
Chicago, IL
Broker

Patrick Buckley is a registered investment advisor at Jefferies Investment Advisers LLC, based in Chicago, IL, with 8 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only
Assets Under Management
$3.4B

Fee Structure

One-Time Plan:$500 - $50,000
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Location

155 North Wacker Drive, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Patrick works as an assistant general manager and VIP host for The Underground Cocktail Club, a nightclub in Chicago. This takes about half of his time outside of business hours.

Employment History
Current Registrations
Jefferies Investment Advisers LLC
May 2023 - Present · 3 yrs
Jefferies LLC
July 2019 - Present · 6 yrs 10 mos
Jefferies LLCBroker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Leucadia Asset Management LLC
October 2019 - August 2023 · 3 yrs 10 mos
Interactive Brokers LLCBroker
April 2017 - July 2019 · 2 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.