Jason Buck

CFP®

Managing Director, Platform Channels

Jason Buck

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Jason Buck

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Jason

As a Managing Director, Platform Channels for Focus Partners Wealth, Jason leads the national sales team for the platform referral division. He is passionate about working with clients to provide real-life solutions drawing on over 20 years of experience leveraging sophisticated planning and asset management strategies. 

Prior to joining the firm, Jason was EVP & National Sales Leader for InterOcean Capital. Prior to that he held a number of leadership roles with Charles Schwab including Vice President & Branch Manager for the Charles Schwab office in Northbrook, Illinois. Jason earned a Bachelor of Science and MBA in Finance from Ball State University. He is a CERTIFIED FINANCIAL PLANNER™ professional.

In his free time, Jason enjoys outdoor activities including boating, swimming, biking, and hiking.  He also enjoys spending time with his family traveling and attending cheer competitions with his wife and 2 daughters who both compete for their school, and through all-star cheer.  Jason is also very involved in his community and church in Fishers, Indiana.