Jordan Alexander Thao
Investment adviser representative at Buska Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$538.7MFirm 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
Experience
11 years in the industry.
- Buska Wealth Management, LLCJun 2025 to now
- Buska Retirement Solutions, Inc.Jan 2023 to now
- Pci Not the Big CompanyAug 2022 to Dec 2022
- Premier Moving ServiceOct 2021 to Aug 2022
- Kane's Roofing and ConstructionApr 2020 to Oct 2021
- Full Time StudentJun 2015 to Apr 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Buska Wealth Management, LLC
$538.7MAssets managed
1,698Clients
8Advisers
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
- 8121553
- Firm CRD
- 170627