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Current Employers
Buck Wealth Strategies, Llc

4600 S. Syracuse Street Suite 650, Denver, CO 80237 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-10-21
  • WA RA
    APPROVED
    Since 2025-10-21

Branch Locations

Bellevue, WA • United States

4600 S. Syracuse Street Suite 650, Denver, CO 80237 • 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
Key Bank N.A. Seattle WA 02/2014 05/2017
Key Investment Services Llc Seattle WA 10/2014 05/2017
Morgan Stanley Seattle WA 07/2017 09/2018
J.P. Morgan Securities Llc Seattle WA 12/2018 06/2020
Jpmorgan Chase Bank, N.A. Seattle WA 12/2018 06/2020
Umpqua Bank Seattle WA 10/2018 11/2018
Fidelity Brokerage Services, Llc Seattle WA 06/2020 10/2020
Fidelity Personal And Workplace Advisors Seattle WA 06/2020 10/2020
Jpmorgan Chase Bank, N.A. Seattle WA 10/2020 04/2024
J.P. Morgan Securities Llc Seattle WA 10/2020 04/2024
Unemployed Issaquah WA 06/2017 06/2017
Fph Construction. Inc Bremerton WA 05/2024 07/2025
Unemployed Bellevue WA 07/2025 10/2025
Buck Financial Services Honolulu HI 10/2025 Present
Buck Wealth Strategies Honolulu HI 10/2025 Present
Madison Avenue Securities San Diego CA 10/2025 Present
  • 02/2014 → 05/2017
    Key Bank N.A.
    Seattle, WA
  • 10/2014 → 05/2017
    Key Investment Services Llc
    Seattle, WA
  • 07/2017 → 09/2018
    Seattle, WA
  • 12/2018 → 06/2020
    Seattle, WA
  • 12/2018 → 06/2020
    Jpmorgan Chase Bank, N.A.
    Seattle, WA
  • 10/2018 → 11/2018
    Umpqua Bank
    Seattle, WA
  • 06/2020 → 10/2020
    Fidelity Brokerage Services, Llc
    Seattle, WA
  • 06/2020 → 10/2020
    Fidelity Personal And Workplace Advisors
    Seattle, WA
  • 10/2020 → 04/2024
    Jpmorgan Chase Bank, N.A.
    Seattle, WA
  • 10/2020 → 04/2024
    Seattle, WA
  • 06/2017 → 06/2017
    Unemployed
    Issaquah, WA
  • 05/2024 → 07/2025
    Fph Construction. Inc
    Bremerton, WA
  • 07/2025 → 10/2025
    Unemployed
    Bellevue, WA
  • 10/2025 → Present
    Buck Financial Services
    Honolulu, HI
  • 10/2025 → Present
    Buck Wealth Strategies
    Honolulu, HI
  • 10/2025 → Present
    Madison Avenue Securities
    San Diego, CA
Previous Registrations
  • 2020-11-23 → 2024-04-21
    Seattle, WA
    Charlotte, NC
    Seattle, WA
    Cupertino, CA
  • 2020-08-10 → 2020-10-22
    Fidelity Personal And Workplace Advisors
    Seattle, WA
  • 2018-12-21 → 2020-07-08
    Seattle, WA
    Seattle, WA
    Seattle, WA
    Seattle, WA
    Seattle, WA
    Seattle, WA
    Seattle, WA
    Seattle, WA
  • 2017-08-25 → 2018-10-02
    Seattle, WA
Other Businesses

1.) Name: Buck Wealth Strategies; Investment Related: Yes; Address: 55 Merchant Street, Suite 2100, Honolulu HI 96813; Nature of the Business: Registered Investment Adviser engaged in asset management services; Position: Investment Advisor Representative; Hours Per Week: 40 Hours; Start Date: 10/20/2025 2.) Name: Buck Financial Services; Investment Related: Yes; Address: 55 Merchant Street, Suite 2100, Honolulu HI 96813; Nature of the Business: Financial Advisor offering investment advice and insurance; Position: Employee; Hours Per Week: 40 Hours; Start Date: 10/20/2025 3.) Name: Madison Avenue Securities; Investment Related: Yes; Address: 13500 Evening Creek Dr. N. Ste 555, San Diego, CA 92128; Nature of the Business: Broker Dealer; Position: Registered Representative; Hours Per Week: 40 Hours; Start Date: 10/20/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-25
S63 Uniform Securities Agent State Law Examination 2014-12-19
  • S66 Uniform Combined State Law Examination
    2017-08-25
  • S63 Uniform Securities Agent State Law Examination
    2014-12-19
Other Names
  • Kerry Joseph Chamberlin

View on SEC IAPD

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