JT
JT

Jason Tucker

23 Years of Experience
Shawnee, KS

Jason Tucker is a registered investment advisor at Investment Consulting Services, LLC, based in Shawnee, KS, with 23 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 73 clients.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
73 clients
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$500K

ICS offers investment management services and wealth management services, both based on a percentage of the value of your investments. The annual fee will not exceed 2.00%. The fee is negotiable and will be listed in your client agreement.

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Location

Shawnee, KS

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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
Investment Consulting Services, LLC
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Empower Financial Services, INC.Broker
July 2020 - December 2022 · 2 yrs 5 mos
Empower Advisory Group, LLC
July 2020 - December 2022 · 2 yrs 5 mos
Communityamerica Financial Solutions, LLC
May 2019 - July 2020 · 1 yr 2 mos
Communityamerica Financial Solutions, LLCBroker
May 2019 - July 2020 · 1 yr 2 mos
Unified Financial Securities, LLCBroker
October 2017 - August 2018 · 10 mos
American Century Advisory Services, INC.
March 2006 - December 2012 · 6 yrs 9 mos
American Century Investment Services INC.Broker
May 2005 - October 2017 · 12 yrs 5 mos
American Century Brokerage, INC.Broker
August 2004 - January 2006 · 1 yr 5 mos
TD Waterhouse Investor Services, INC.
May 2003 - August 2004 · 1 yr 3 mos
TD Waterhouse Investor Services, INC.Broker
July 2000 - August 2004 · 4 yrs 1 mo
Mony Securities CorporationBroker
November 1999 - April 2000 · 5 mos
W. S. Griffith & CO., INC.Broker
July 1999 - September 1999 · 2 mos
State Registrations2 states
KSND
Advisor

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.
Jason Tucker - Financial Advisor | TrueAdvisor