Jason TuckerCRD Number: 3267782
Current Firm: Advised Assets Group, LLC
Jason Tucker (CRD# 3267782) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenwood Village, CO and has over 22 years of experience in the finance industry.
Cetera Advisor Networks LLC
Thrivent Advisor Network, LLC
|Gwfs Equities, Inc.||Greenwood Village, CO||Jul 2020 - Current||1|
|Communityamerica Financial Solutions, LLC||Lenexa, KS||May 2019 - Jun 2020||1|
|Unemployed||Shawnee, KS||Sep 2018 - May 2019||< 1|
|Creative Planning||Overland Park, KS||Sep 2018 - Sep 2018||< 1|
|Meritage Portfolio Management||Overland Park, KS||Oct 2017 - Aug 2018||< 1|
|Unified Financial Securities||Indianapolis, IN||Oct 2017 - Aug 2018||< 1|
|American Century Investment Services, Inc.||Kansas City, MO||Apr 2005 - Sep 2017||12|
|American Century Advisory Services, Inc.||Kansas City, MO||Nov 2005 - Dec 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1999|
|S66||NASAA Uniform Combined State Law Examination||May 2003|
Total Assets Under Management62,274MILLIONS
Total Number of Accounts61,221ACCOUNTS
Average Account Value$1,017,200
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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