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Current Employers
Buck Wealth Strategies, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-02-07
  • CO RA
    APPROVED
    Since 2025-02-07

Branch Locations

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
Tiaa-Cref Individual & Institutional Services, Llc Denver CO 11/2022 02/2025
Tiaa Denver CO 11/2022 02/2025
Swan Realty Group Evergreen CO 06/2021 02/2023
United Parcel Service Englewood CO 11/2021 01/2022
Metropolitan State University Of Denver Denver CO 08/2017 05/2021
Tony Rigatoni's Italian Restaurant Morrison CO 05/2016 07/2021
Green Mountain High School Lakewood CO 08/2013 08/2017
Madison Avenue Securities San Diego CA 02/2025 Present
Buck Financial Services Honolulu HI 02/2025 Present
Buck Wealth Strategies, Llc Honolulu HI 02/2025 Present
  • 11/2022 → 02/2025
    Tiaa-Cref Individual & Institutional Services, Llc
    Denver, CO
  • 11/2022 → 02/2025
    Tiaa
    Denver, CO
  • 06/2021 → 02/2023
    Swan Realty Group
    Evergreen, CO
  • 11/2021 → 01/2022
    United Parcel Service
    Englewood, CO
  • 08/2017 → 05/2021
    Metropolitan State University Of Denver
    Denver, CO
  • 05/2016 → 07/2021
    Tony Rigatoni's Italian Restaurant
    Morrison, CO
  • 08/2013 → 08/2017
    Green Mountain High School
    Lakewood, CO
  • 02/2025 → Present
    Madison Avenue Securities
    San Diego, CA
  • 02/2025 → Present
    Buck Financial Services
    Honolulu, HI
  • 02/2025 → Present
    Honolulu, HI
Other Businesses

1.) 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: 2/5/2025 2.) 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 Adviser Representative; Hours Per Week: 40 Hours; Start Date: 02/2025 3.) E.A. Buck Insurance Inc.; Investment Related: Yes; Address: 55 Merchant Street Suite 2100, Honolulu, HI 96813; Nature of the Business: Insurance Sales; Position: Insurance Agent; Hours Per Week: 40 Hours; Start Date: 2/2025 4.) HomeSmart; Investment Related: No; Address: 8300 East Maplewood Ave, Ste 100, Greenwood Village, CO 80111; Nature of the Business: Residential Real Estate; Position: Real Estate Agent; Hours Per Week: 1-2 Hours; Start Date: 6/2022 5.) LTC Pro, LLC DBA Federal Benefits Made Simple an E.A. Buck Company; Investment Related: Yes; Address: 1 Denver Federal Center Building 45, Lakewood, CO 80225; Nature of the Business: Financial Advisor offering investment advice and insurance; Position: Employee; Hours Per Week: 40 Hours; Start Date: 7/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-20
S63 Uniform Securities Agent State Law Examination 2022-09-02
  • S66 Uniform Combined State Law Examination
    2024-06-20
  • S63 Uniform Securities Agent State Law Examination
    2022-09-02
Other Names
  • Jacob R Myers
  • Jacob Myers
  • Jacob Ray Myers

View on SEC IAPD

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