John Michael Buckley
Investment adviser representative at Buckley Wealth
10 yearsExperience
2 statesRegistered in
$644MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Buckley WealthJul 2025 to now
- Buckley Wealth ManagementMar 2025 to now
- SplunkMay 2021 to Mar 2025
- Buckley Wealth ManagementOct 2020 to Feb 2021
- KpmgAug 2018 to Oct 2020
- Ucla Anderson School of ManagementJun 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
Buckley Wealth
Legal name: Buckley Wealth Management, LLC
$644MAssets managed
224Clients
5Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5201586
- Firm CRD
- 285823