Jerry Tucker is a registered investment advisor at Osaic Wealth, INC., based in Lake Oswego, OR, with 52 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3 Centerpoiinte Drive, Suite 200, Lake Oswego, OR, 97035
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Regulatory History
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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Jerry owns Wheels, Etc, a sole proprietorship that provides consulting for off-road racing and sells vehicles and truck accessories. This business generates 1099 miscellaneous income and some non-cash parts.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
LPL Financial LLCBroker
LPL Financial LLC
Sii Investments, INC.
Sii Investments, INC.Broker
Royal Alliance Associates, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
MML Investors Services, INC.Broker
Triquest Financial, INC.Broker
Schumacher Blain & Associates INCBroker
Hornblower & Weeks - Hemphill, Noyes IncorporatedBroker
State Registrations44 states
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.