Jordan Tuchek (CRD# 6314433) is an Investment Advisor Representative working at Comprehensive Wealth Management in Lynnwood, WA and has over 9 years of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Independent Financial Group | Lynnwood, WA | Apr 2021 - Current | 3 |
Comprehensive Wealth Managment, LLC | Lynnwood, WA | Apr 2021 - Current | 3 |
Integrity Financial Corporation | Bellevue, WA | Aug 2019 - Apr 2021 | 1 |
Saturna Capital Corporation | Bellingham, WA | Jan 2019 - Aug 2019 | < 1 |
Saturna Brokerage Services | Bellingham, WA | Aug 2014 - Aug 2019 | 5 |
Saturna Capital Corporation | Bellingham, WA | Apr 2016 - Jan 2019 | 2 |
Saturna Capital | Bellingham, WA | Mar 2014 - Apr 2016 | 2 |
Saturna Brokerage | Bellingham, WA | Mar 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2014 |
S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- WA
-
Total Assets Under Management299MILLIONS
-
Total Number of Accounts1,633ACCOUNTS
-
Average Account Value$182,846
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CA, CO, FL, ID, OR, TX, VT, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.