Joshua D Buckland

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

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

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-04-15
OH	RA	APPROVED	2024-03-05

TX RA
APPROVED

Since 2024-04-15
OH RA
APPROVED

Since 2024-03-05

Branch Locations

105 Dr Thatye Dr, Glandorf, OH 45848 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	07/2023	Present
Fortman Insurance Services	Ottawa	OH	06/2019	07/2023
Uis Insurance & Investments	Tiffin	OH	05/2016	06/2019

07/2023 → Present

Edward Jones

St Louis, MO
06/2019 → 07/2023

Fortman Insurance Services

Ottawa, OH
05/2016 → 06/2019

Uis Insurance & Investments

Tiffin, OH

Other Businesses

BSB Properties LLC Type of business: Rental Property Ottawa, OH Start date: 1/1/2025 Owners Hours per week: 5 Hours during trading: 0 Property Management BBR Partners LLC Type of business: Rental Property Ottawa, OH Start date: 10/1/2021 Manager Hours per week: 5 Hours during trading: 0 Property Management ***

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-09

S66 Uniform Combined State Law Examination

2024-01-09

Other Names

Josh Buckland
Joshua David Buckland

View on SEC IAPD