Jeffrey Tucker, financial advisor Stamford CT

Jeffrey Tucker

CRD Number: 1473855
Current Firm: Bok Financial Advisors

Jeffrey Tucker (CRD# 1473855) is an Investment Advisor Representative working at Bok Financial Advisors in Stamford, CT and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Bok Financial Securities, Inc. Stamford, CT Jul 2018 - Current 2
Bokf, Na Stamford, CT Jul 2018 - Current 2
Keybanc Capital Markets New York, NY Mar 2017 - Jul 2018 1
Unemployed New York, NY Oct 2016 - Mar 2017 < 1
Credit Suisse Securities (usa) LLC New York, NY Jul 2009 - Oct 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
S66 NASAA Uniform Combined State Law Examination Jul 2002
Contact Info for Jeffrey G. Tucker
Phone Number: 877-781-6889
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    755
    MILLIONS
  • Total Number of Accounts
    2,650
    ACCOUNTS
  • Average Account Value
    $285,030
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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