Jacob Buckwalter has been an investment adviser representative at Whitaker-Myers Wealth Managers since December 2020, and is not listed among the firm’s executive officers or direct owners.
Whitaker-Myers Wealth Managers, LTD. is a Mansfield, OH firm with $851M under management, 3,458 clients and 10 advisers across 20 offices, as of its June 2026 filing.
Jacob Buckwalter’s longest registration is the current one, 5 years at Whitaker-Myers Wealth Managers since 2020. Before joining Whitaker-Myers Wealth Managers in 2020, Jacob Buckwalter was registered through Whitcomb & Hess, Inc. and Strategic Advisers, Inc.
- Bluespring Wealth Management, LLCAlso current– present · under a yearAdviser representative · Firm CRD 152667
- – present · 5 yearsWooster, OH · Adviser representative · Firm CRD 286093
- Whitcomb & Hess, Inc.– · under a yearAshland, OH · Adviser representative · Firm CRD 121064
- Strategic Advisers, Inc.– · 1 yearCovington, KY · Adviser representative · Firm CRD 104555
Investment adviser representative registrations
Jacob Buckwalter is registered as an investment adviser representative in 2 states. The first approvals date from December 2020; the most recent is Texas, in January 2021.
- OhioSince 17 December 2020
- TexasSince 5 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 January 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 October 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 May 2015 |
| Series 7 | General Securities Representative Examination | 7 April 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jacob Scott Buckwalter
- CRD
- 6458420
- Firm
- Whitaker-Myers Wealth Managers · CRD 286093
- Office
- 3524 Commerce Parkway, Wooster, OH 44691
- Registration
- Investment adviser registration
- In the industry since
- February 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Buckwalter work?
Jacob Buckwalter is an investment adviser representative registered through Whitaker-Myers Wealth Managers, LTD. since December 2020, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Buckwalter a financial advisor?
Yes. Jacob Buckwalter has a current investment-adviser registration in Ohio and Texas, through Whitaker-Myers Wealth Managers since December 2020.
How many years of experience does Jacob Buckwalter have?
Jacob Buckwalter has 8 years in the financial industry, since February 2018, across 4 adviser firms.
What exams has Jacob Buckwalter passed?
Jacob Buckwalter has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 65. The earliest, the Series 7, was passed in April 2015. FINRA credited Jacob Buckwalter with the SIE, which began in October 2018.
Where did Jacob Buckwalter work before Whitaker-Myers Wealth Managers?
Before Whitaker-Myers Wealth Managers, Jacob Buckwalter was registered through Whitcomb & Hess, Inc., August 2017 to March 2018; Strategic Advisers, Inc., October 2015 to August 2017.
Where is Jacob Buckwalter based?
Jacob Buckwalter’s registered office is in Wooster, OH.
Is Jacob Buckwalter registered with FINRA?
No. Jacob Buckwalter has no current broker registration.
How can I verify Jacob Buckwalter’s record?
Search CRD 6458420 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Buckwalter’s full registration record.
- John-Mark YoungPresident/Chief Investment Officer
- Kelly TaylorChief Compliance Officer
- Matthew HarrisMember
- Chris VanderzydenMember
- Ryan EmmonsMember
- Seth BuckwalterMember