JT
JT

Jennifer Tucker

26 Years of Experience
Seattle, WA
Broker

Jennifer Tucker is a registered investment advisor at D.A. Davidson & CO., based in Seattle, WA, with 26 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Columbia Center, 701 5th Avenue, Suite 4050, Seattle, WA, 98104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
D.A. Davidson & CO.
June 2017 - Present · 8 yrs 11 mos
D.A. Davidson & CO.Broker
June 2017 - Present · 8 yrs 11 mos
D.A. Davidson & CO.
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
M Financial Securities Marketing, INC.Broker
March 2009 - January 2015 · 5 yrs 10 mos
M Holdings Securities, INC.Broker
March 2007 - June 2017 · 10 yrs 3 mos
M Holdings Securities, INC.
March 2007 - June 2017 · 10 yrs 3 mos
Mutual Service Corporation
March 2006 - February 2007 · 11 mos
Mutual Service CorporationBroker
June 2005 - February 2007 · 1 yr 8 mos
PA Distributors LLCBroker
October 2001 - January 2005 · 3 yrs 3 mos
A I M Distributors, INC.Broker
January 2001 - July 2001 · 6 mos
T. Rowe Price Investment Services, INC.Broker
February 1999 - September 2000 · 1 yr 7 mos
State Registrations4 states
ARMAORTX
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.
Jennifer Tucker - Financial Advisor | TrueAdvisor