Jordan Tuchek, financial advisor Lynnwood WA

Jordan Tuchek

CRD Number: 6314433
Current Firm: Independent Financial Group, LLC

Jordan Tuchek (CRD# 6314433) is an Investment Advisor Representative working at Independent Financial Group, LLC in Lynnwood, WA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Group Lynnwood, WA Apr 2021 - Current < 1
Comprehensive Wealth Managment, LLC Lynnwood, WA Apr 2021 - Current < 1
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
Unemployed Bellingham, WA Jan 2014 - Mar 2014 < 1
Baay Bellingham, WA Sep 2013 - Jan 2014 < 1
Western Washington University Bellingham, WA Sep 2011 - Dec 2013 2
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: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    5,919
    MILLIONS
  • Total Number of Accounts
    21,547
    ACCOUNTS
  • Average Account Value
    $274,703
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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