Joseph Allen Elison

Employer firm

Tucker Asset Management LLC CRD 174844

$604M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2018 → Present
  Tucker Asset Management Llc
  Littleton, CO
• 01/2000 → Present
  Elison Financial Group
  St. George, UT

Other Businesses

ELISON FINANICAL GROUP, INV. REL., INS. AGENT, FOR MULTIPLE INS. COS TO SELL LIFE AND ANNUITY POLICIES.*BENEFICIAL FINANCIAL GROUP. INV. RELATED. LOCATED IN HENDERSON, NV. LIFE INSURANCE ANNUITY SALES. PRODUCER. 01/02-PRES. 160 HR PER MNTH. AGENT TO SELL LIFE AND ANNUITIES. ELISON FINANCIAL GROUP INC., YES, 910 South Bluff Street, Ste 302, St. George, UT 84770, SELLING OF INSURANCE AND FIXED ANNUTIIES, PRESIDENT, 04/2000 TO PRESENT, 160 HRS. PER MO., YES INSURANCE COMPANIES FOR SALE OF LIFE AND FIXED ANNUITY POLICIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-28
• S63 Uniform Securities Agent State Law Examination
  1997-05-16