Founded in 2004, Buckman Advisory Group LLC since its inception was built on the same founding principles as it’s affiliate broker-dealer, Buckman, Buckman & Reid Inc. “do unto other as you would have others do unto you”.
Building top quality portfolios, appropriately assessing our client’s risk level and putting client needs ahead of our own has lead to our growth. Our process starts with:
An evaluation of your current holdings, reviewing expense, risk and return.
A frank discussion of what financial goals you are trying to achieve.
A financial plan analyzing if you are on track to reach those goals.
A risk analysis of your current holdings.
Click here to view a copy of Buckman Advisory Group LLC’s ADV2
Jack began his Wall Street career in 1969 at Tucker Anthony & R. L Day. He worked there from 1969 to 1987, leaving the firm as Managing Director of Operations. Immediately upon leaving Tucker Anthony, he joined his long time friend, John Reid and began the formation of Castle Financial Services. He founded Buckman, Buckman & Reid Inc (BB&R) in 1989, what began in a small office with three employees, decades later we have grown to multiple branch offices, over 70 registered representatives and over $650,000,000 in client assets. In 2004 he then founded Buckman Advisory Group LLC along with his two sons. He is a two-time past President of the Tinton Falls Rotary Club and presently is the President of the Board or Directors of Aslan Youth Ministries. Jack graduated from St. Francis University, Loretto, PA with a BA in Management in 1967. Jack currently holds FINRA series 4, 7, 24, 27, 53, 63, 79 & 99.
With over 20 years experience in the financial services sector Chip now plays an integral role on the management team of BB&R. During his tenure Chip has been at the forefront of building BB&R from 20 employees to over 70 registered representatives with two branch offices. Chip has been instrumental in building the firms Wealth Management business and in 2004 was a founding member and catalyst in the creation of Buckman Advisory Group LLC (BAG). Currently BAG manages over $200 million in client assets. Chip is a graduate of Saint Francis University, PA, with a BS Degree in Business Management. He currently holds the following FINRA Licenses: series 4, 7, 24, 63, 66, 79, 99 and is licensed for Life &Health Insurance.
Tom began his career in 1991 with ADP Proxy Services, a division of ADP Brokerage Services. Tom worked there until 1994 when he embarked on his Wall Street career with Gruntal & Co. Tom worked in the compliance department and conducted firm audits and branch audits. He began his career with Buckman, Buckman & Reid Inc. in 1997 and has been instrumental in building and running the equity trading department. Tom graduated from St. Francis University, Loretto, Pa. He received a BS in Accounting. He currently holds FINRA series 7, 24, 55, 79, 99.