Jordan Tuchek, financial advisor Lynnwood WA

Jordan Tuchek

CRD Number: 6314433
Current Firm: Comprehensive Wealth Management

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.

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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
Contact Info for Jordan A. Tuchek
Phone Number: 425-778-6160
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    299
    MILLIONS
  • Total Number of Accounts
    1,633
    ACCOUNTS
  • Average Account Value
    $182,846
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, ID, OR, TX, VT, WA

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