Jeffrey Tucker is a registered investment advisor, based in Ocala, FL, with 36 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold.
Location
4414 SW College Rd, Ste 1310, Ocala, FL, 34474
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Regulatory History (1)
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Customer Dispute
November 2022Denied
Other Business Activities
Jeffrey serves on the Financial Board of Church of Hope, reviewing financial statements and discussing donations. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 8 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 8 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Bb&t Securities, LLC
October 2015 - February 2021 · 5 yrs 4 mos
Bb&t Securities, LLCBroker
October 2015 - February 2021 · 5 yrs 4 mos
Wells Fargo Advisors, LLC
October 2000 - October 2015 · 15 yrs
Wells Fargo Advisors, LLCBroker
October 2000 - October 2015 · 15 yrs
First Union Brokerage Services, INC.Broker
February 1995 - October 2000 · 5 yrs 8 mos
Barnett Investments, INC.Broker
April 1994 - March 1995 · 11 mos
Invest Financial CorporationBroker
January 1992 - April 1994 · 2 yrs 3 mos
Dean Witter Reynolds INC.Broker
May 1990 - January 1992 · 1 yr 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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