Jacob Michael Buffington
Investment adviser representative at Pandowealth. LLC
9 yearsExperience
1 stateRegistered in
$500.3MFirm assets
5 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 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
9 years in the industry.
- Pandowealth. LLCNov 2025 to now
- Rightnow MediaApr 2025 to Nov 2025
- The Cannon TeamApr 2022 to Mar 2025
- Guidestone Financial ServicesJan 2018 to Jan 2022
- Guidestone Financial ResourcesSep 2016 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Pandowealth. LLC
$500.3MAssets managed
770Clients
13Advisers
5 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
- 6906811
- Firm CRD
- 281456