Jacob Scott Buckwalter
Investment Adviser Representative at Whitaker-myers Wealth Managers, Ltd.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Scott Buckwalter is an investment adviser representative with Whitaker-myers Wealth Managers, Ltd. in Wooster, OH, where they have been registered since 2020. They have worked in the securities industry since 2018 and have been registered with 3 firms, including Whitcomb & HESS, Inc. and Strategic Advisers, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Ohio and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity Brokerage Services LLCApr 2014 – Aug 2017Covington, KY
- Fidelity InvestmentsApr 2014 – Jun 2017Covington, KY
- Whitcomb And HessSep 2017 – Feb 2018Ashland, OH
- Wooster Country ClubApr 2018 – Nov 2018Wooster, OH
- Self Employed, Sold items on amazon.Nov 2018 – Nov 2019Wooster, OH
- JP Morgan ChaseNov 2019 – Dec 2020Wooster, OH
- Whitaker Myers Wealth Managers, Ltd.Dec 2020 – no end date reportedWooster, OH
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Whitaker-myers Wealth Managers, Ltd.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- First $1,000,0001.00%
- $1,000,000 - $3,000,0000.75%
- $3,000,000 - $5,000,0000.60%
- Over $5,000,0000.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Commercial insurance, home and auto insurance, employee benefits, individual health and life insurance, Medicare, and wealth management, with an in-house claims department and comprehensive risk management planning.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Mansfield, OH
- Founded:
- 1869
- SEC file number:
- 801-118404
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 2, 2026
View full firm profileOther advisors at Whitaker-myers Wealth Managers, Ltd.
Showing 12 of 17 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Scott Buckwalter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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