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Detailed Report
JAY ALLEN BUCKINGHAM
CRD#: 1057718
IA
Investment Adviser
WAVERLY ADVISORS, LLCCRD#: 115332 6856 LOOP RD.
DAYTON, OH 45459
Registration History
20002002200420062008201020122014201620182020202220242026IAWAVERLY ADVISORS, LLC (CRD# 115332)2024 - Present (<1 year)IABUCKINGHAM CAPITAL MANAGEMENT,... (CRD# 117984)1999 - Present (25 years)IABUCKINGHAM FINANCIAL GROUP, INC. (CRD# 117982)1999 - 2025 (25 years)
License(s)

State Registrations

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Ohio 10/18/1999
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Texas 2/27/2008
Current Registration(s)
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WAVERLY ADVISORS, LLC (CRD#:115332)
6856 LOOP RD., DAYTON, OH 45459
Registered with this firm since 11/13/2024
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BUCKINGHAM CAPITAL MANAGEMENT, INC. (CRD#:117984)
INTERSTATE EXECUTIVE CENTER 6856 LOOP ROAD, DAYTON, OH 45459-2159
Registered with this firm since 10/18/1999
Previous Registration(s)
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 10/18/1999 - 03/06/2025 BUCKINGHAM FINANCIAL GROUP, INC. (CRD#:117982) DAYTON, OH
For additional information about investment advisers or broker-dealers, please visit
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.