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John Warren Buckey

Envestnet Pmc

Johnstown, CO

Berwyn, PA

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Current Employers
Envestnet Pmc

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-01-23
IL RA APPROVED 2024-01-23
PA RA APPROVED 2024-01-23
  • CO RA
    APPROVED
    Since 2024-01-23
  • IL RA
    APPROVED
    Since 2024-01-23
  • PA RA
    APPROVED
    Since 2024-01-23

Branch Locations

Johnstown, CO • United States

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • 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
Notre Dame Federal Credit Union South Bend IN 01/2019 08/2019
Envestnet Chicago IL 06/2018 08/2018
Fitstop Inc Granger IN 04/2016 01/2018
Valparaiso University Valparaiso IN 08/2016 01/2019
Ivy Tech Community College South Bend IN 01/2019 05/2019
Lpl Financial Llc South Bend IN 02/2019 08/2019
Valparaiso University Valparaiso IN 06/2019 05/2020
Valparaiso University Valparaiso IN 01/2020 03/2020
Valic Financial Advisors, Inc. Chicago IL 05/2020 01/2022
Envestnet, Inc. Berwyn PA 01/2022 Present
Envestnet Embedded Advisory, Inc. Chicago IL 06/2023 04/2024
Envestnet Asset Management Inc. Chicago IL 01/2024 07/2024
Envestnet Asset Management Inc. Chicago IL 07/2024 Present
  • 01/2019 → 08/2019
    Notre Dame Federal Credit Union
    South Bend, IN
  • 06/2018 → 08/2018
    Envestnet
    Chicago, IL
  • 04/2016 → 01/2018
    Fitstop Inc
    Granger, IN
  • 08/2016 → 01/2019
    Valparaiso University
    Valparaiso, IN
  • 01/2019 → 05/2019
    Ivy Tech Community College
    South Bend, IN
  • 02/2019 → 08/2019
    Lpl Financial Llc
    South Bend, IN
  • 06/2019 → 05/2020
    Valparaiso University
    Valparaiso, IN
  • 01/2020 → 03/2020
    Valparaiso University
    Valparaiso, IN
  • 05/2020 → 01/2022
    Valic Financial Advisors, Inc.
    Chicago, IL
  • 01/2022 → Present
    Envestnet, Inc.
    Berwyn, PA
  • 06/2023 → 04/2024
    Envestnet Embedded Advisory, Inc.
    Chicago, IL
  • 01/2024 → 07/2024
    Envestnet Asset Management Inc.
    Chicago, IL
  • 07/2024 → Present
    Envestnet Asset Management Inc.
    Chicago, IL
Previous Registrations
  • 2023-06-27 → 2024-04-30
    Envestnet Embedded Advisory, Inc.
    Loveland, CO
    Chicago, IL
  • 2020-05-08 → 2022-01-27
    Valic Financial Advisors, Inc.
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-08
S63 Uniform Securities Agent State Law Examination 2019-07-03
  • S65 Uniform Investment Adviser Law Examination
    2020-05-08
  • S63 Uniform Securities Agent State Law Examination
    2019-07-03
Other Names
  • Jack Buckey
  • John W Buckey
  • John Buckey
  • John Warren Buckey

View on SEC IAPD

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