Jeffrey Murray, financial advisor Grand Junction CO

Jeffrey Murray

CRD Number: 2415804
Current Firm: Tucker Asset Management LLC

Jeffrey Murray (CRD# 2415804) is an Investment Advisor Representative working at Tucker Asset Management LLC in Grand Junction, CO and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Tucker Asset Management LLC Littleton, CO Jan 2024 - Current < 1
Strategic Planning LLC Grand Junction, CA Jan 2014 - Current 10
Wealthsource Partners, LLC Grand Junction, CO Jan 2016 - Jan 2024 8
Avant-garde Advisors LLC Grand Junction, CO Feb 2015 - Dec 2016 1
Oneamerica Securities, Inc. Grand Junction, CO Aug 2014 - Feb 2015 < 1
Oneamerica Securities, Inc. Grand Junction, CO Jan 2013 - Feb 2015 2
American United Life Insurance Company Grand Junction, CO Oct 2012 - Feb 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1994
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Jeffrey A. Murray
Phone Number: 303-734-1234
Firm Website: http://www.tuckeram.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    369
    MILLIONS
  • Total Number of Accounts
    3,679
    ACCOUNTS
  • Average Account Value
    $100,421
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY

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