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Jason Lee Tucker

Investment Consulting Services, LLC

Shawnee, KS

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Current Employers
Investment Consulting Services, Llc

1 E. 22Nd Street Suite L100, Lombard, IL 60148 • United States

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2024-07-21
KS RA APPROVED 2024-07-16
  • ND RA
    APPROVED
    Since 2024-07-21
  • KS RA
    APPROVED
    Since 2024-07-16

Branch Locations

Shawnee, KS • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Century Investment Services, Inc. Kansas City MO 04/2005 09/2017
Meritage Portfolio Management Overland Park KS 10/2017 08/2018
Unified Financial Securities Indianapolis IN 10/2017 08/2018
Creative Planning Overland Park KS 09/2018 09/2018
Communityamerica Financial Solutions, Llc Lenexa KS 05/2019 06/2020
Unemployed Shawnee KS 09/2018 05/2019
Gwfs Equities, Inc Greenwood Village CO 07/2020 12/2022
Investment Consulting Services, Llc Oak Brook IL 01/2023 Present
  • 04/2005 → 09/2017
    American Century Investment Services, Inc.
    Kansas City, MO
  • 10/2017 → 08/2018
    Meritage Portfolio Management
    Overland Park, KS
  • 10/2017 → 08/2018
    Unified Financial Securities
    Indianapolis, IN
  • 09/2018 → 09/2018
    Creative Planning
    Overland Park, KS
  • 05/2019 → 06/2020
    Communityamerica Financial Solutions, Llc
    Lenexa, KS
  • 09/2018 → 05/2019
    Unemployed
    Shawnee, KS
  • 07/2020 → 12/2022
    Gwfs Equities, Inc
    Greenwood Village, CO
  • 01/2023 → Present
    Investment Consulting Services, Llc
    Oak Brook, IL
Previous Registrations
  • 2020-07-29 → 2022-12-19
    Empower Advisory Group, Llc
    Greenwood Village, CO
    Overland Park, KS
  • 2019-05-16 → 2020-07-09
    Copper Financial
    Lenexa, KS
    Shawnee, KS
    Lenexa, KS
    Lenexa, KS
  • 2006-03-16 → 2012-12-31
    American Century Advisory Services, Inc.
    Kansas City, MO
  • 2003-05-28 → 2004-08-10
    Td Ameritrade, Inc.
    Kansas City, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-05-20
S63 Uniform Securities Agent State Law Examination 1999-07-23
  • S66 Uniform Combined State Law Examination
    2003-05-20
  • S63 Uniform Securities Agent State Law Examination
    1999-07-23

View on SEC IAPD

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