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Jonathan Earl Buckley

Forvis Mazars Wealth Advisors, LLC

Springfield, MO

Fort Wayne, IN

Indianapolis, IN

Woodbury, NY

New York, NY

Iselin, NJ

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Current Employers
Forvis Mazars Wealth Advisors, Llc

910 East St Louis St, Springfield, MO 65806 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-11-07
NY RA APPROVED 2024-11-04
IN RA APPROVED 2022-06-08
  • NJ RA
    APPROVED
    Since 2024-11-07
  • NY RA
    APPROVED
    Since 2024-11-04
  • IN RA
    APPROVED
    Since 2022-06-08

Branch Locations

910 East St Louis St, Springfield, MO 65806 • United States

111 E Wayne Street Suite 600, Fort Wayne, IN 46802 • United States

820 Massachusetts Ave. Suite 1370, Indianapolis, IN 46204 • United States

60 Crossways Park Drive West, Suite 301, Woodbury, NY 11797 • United States

135 West 50Th Street, New York, NY 10020 • United States

200 South Wood Avenue, Suite 125, Iselin, NJ 08830 • 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
Deloitte Tax, Llp Indianapolis IN 01/2013 11/2016
Centerpoint Wealth Management, Llc Zionsville IN 11/2016 05/2022
Forvis Wealth Advisors, Llc Indianapolis IN 06/2022 05/2024
Forvis Mazars Wealth Advisors, Llc Indiananpolis IN 06/2024 Present
  • 01/2013 → 11/2016
    Deloitte Tax, Llp
    Indianapolis, IN
  • 11/2016 → 05/2022
    Centerpoint Wealth Management, Llc
    Zionsville, IN
  • 06/2022 → 05/2024
    Forvis Wealth Advisors, Llc
    Indianapolis, IN
  • 06/2024 → Present
    Forvis Mazars Wealth Advisors, Llc
    Indiananpolis, IN
Previous Registrations
  • 2017-02-03 → 2022-05-13
    Centerpoint Wealth Management, Llc
    Zionsville, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-03
  • S65 Uniform Investment Adviser Law Examination
    2017-02-03

View on SEC IAPD

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