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Jacob Scott Buckwalter

Whitaker-Myers Wealth Managers, Ltd.

Mansfield, OH

Wooster, OH

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Current Employers
Whitaker-Myers Wealth Managers, Ltd.

1485 Lexington Ave., Mansfield, OH 44907 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-05
OH RA APPROVED 2020-12-17
  • TX RA
    APPROVED
    Since 2021-01-05
  • OH RA
    APPROVED
    Since 2020-12-17

Branch Locations

1485 Lexington Ave., Mansfield, OH 44907 • United States

3524 Commerce Parkway, Wooster, OH 44691 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Covington KY 04/2014 08/2017
Fidelity Investments Covington KY 04/2014 06/2017
Whitcomb And Hess Ashland OH 09/2017 02/2018
Wooster Country Club Wooster OH 04/2018 11/2018
Self Employed, Sold Items On Amazon. Wooster OH 11/2018 11/2019
Jp Morgan Chase Wooster OH 11/2019 12/2020
Whitaker Myers Wealth Managers, Ltd. Wooster OH 12/2020 Present
  • 04/2014 → 08/2017
    Fidelity Brokerage Services Llc
    Covington, KY
  • 04/2014 → 06/2017
    Fidelity Investments
    Covington, KY
  • 09/2017 → 02/2018
    Whitcomb And Hess
    Ashland, OH
  • 04/2018 → 11/2018
    Wooster Country Club
    Wooster, OH
  • 11/2018 → 11/2019
    Self Employed, Sold Items On Amazon.
    Wooster, OH
  • 11/2019 → 12/2020
    Jp Morgan Chase
    Wooster, OH
  • 12/2020 → Present
    Whitaker Myers Wealth Managers, Ltd.
    Wooster, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-05
S66 Uniform Combined State Law Examination 2015-10-12
S63 Uniform Securities Agent State Law Examination 2015-05-26
  • S65 Uniform Investment Adviser Law Examination
    2021-01-05
  • S66 Uniform Combined State Law Examination
    2015-10-12
  • S63 Uniform Securities Agent State Law Examination
    2015-05-26

View on SEC IAPD

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HD PINNACLE ADVISORS, LTD.
JANNEY MONTGOMERY SCOTT LLC
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
PRINCIPAL SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
EDWARD JONES

Other Investors

MATTHEW GERALD HARRIS
Ethan Ronald Barry
Kage D Rush
Andrew T Young
Drew Thomas Hodgson
Joseph I Mains
Clay P Reynolds
Jonah D Kearns

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Mansfield, OH
HD PINNACLE ADVISORS, LTD. · MANSFIELD, OH
JANNEY MONTGOMERY SCOTT LLC · Mansfield, OH
COMMONWEALTH FINANCIAL NETWORK · Mansfield, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Mansfield, OH
PRINCIPAL SECURITIES, INC. · Mansfield, OH
J.P. MORGAN SECURITIES LLC · MANSFIELD, OH
EDWARD JONES · MANSFIELD, OH

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