Kerry Chamberlin
Investment adviser representative at Buck Wealth Strategies, LLC
11 yearsExperience
1 stateRegistered in
$1.6BFirm assets
4 yearsFirm in business
Are you Kerry Chamberlin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Buck Wealth Strategies, LLCOct 2025 to now
- Buck Financial ServicesOct 2025 to now
- Madison Avenue SecuritiesOct 2025 to now
- UnemployedJul 2025 to Oct 2025
- Fph Construction. IncMay 2024 to Jul 2025
- J.P. Morgan Securities LLCOct 2020 to Apr 2024
- JPMorgan Chase Bank, N.A.Oct 2020 to Apr 2024
- Fidelity Brokerage Services, LLCJun 2020 to Oct 2020
- Fidelity Personal and Workplace AdvisorsJun 2020 to Oct 2020
- J.P. Morgan Securities LLCDec 2018 to Jun 2020
- JPMorgan Chase Bank, N.A.Dec 2018 to Jun 2020
- Umpqua BankOct 2018 to Nov 2018
- Morgan StanleyJul 2017 to Sep 2018
- UnemployedJun 2017 to Jun 2017
- Key Investment Services LLCOct 2014 to May 2017
- Key Bank N.A.Feb 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (WA).
Buck Wealth Strategies, LLC
$1.6BAssets managed
2,948Clients
50Advisers
4 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
- 6414321
- Firm CRD
- 322138