Jay Allen Buckingham

Employer firm

Waverly Advisors, LLC CRD 115332

$29.9B regulatory AUM 69 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1987 → 03/2025
  Buckingham & Company/Dba/Buckingham Financial Group
  Dayton, OH
• 06/1998 → 12/2024
  Sunrise Technology
  Dayton, OH
• 05/1999 → 03/2025
  Buckingham Financial Planning
  Dayton, OH
• 07/2000 → 12/2019
  Buckingham Tax Service - Dba/Weston Tax Services
  Columbus, OH
• 08/2000 → 03/2025
  Buckingham Capital Mgmt.
  Dayton, OH
• 11/2024 → Present
  Waverly Advisors, Llc
  Dayton, OH

Previous Registrations

• 1999-10-18 → 2025-03-17
  Buckingham Capital Management, Inc.
  Dayton, OH
• 1999-10-18 → 2025-03-06
  Buckingham Financial Group, Inc.
  Dayton, OH

Other Businesses

GRAND LAKES - REAL ESTATE HOLDING CO - PRESIDENT , INTERSTATE EXECUTIVE CENTER - CONDO ASSOC - TREASURER

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-27
• S63 Uniform Securities Agent State Law Examination
  1986-12-11

Designations

• Certified Financial Planner

Other Names

• Jay Allen Buckingham