Jason Blair Tucker

Employer firm

Synergy Investment Management LLC CRD 305961

$681M regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 05/2005 → 08/2024
  Citigroup Global Markets Inc.
  Tampa, FL
• 08/2024 → Present
  Synergy Investment Management, Llc
  Altamonte Springs, FL
• 08/2024 → Present
  Lpl Financial
  Altamonte Springs, FL

Other Businesses

1. Synergy Wealth Alliance - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Wealth Management Advisor - Started 08/30/2024 - 20 Hours Per Month/20 Hours During Securities Trading - I provide investment advisory services to Synergy Investment Management, LLC, an independent investment advisor firm.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-01-28

Designations

• Chartered Financial Analyst

Other Names

• Jason Blair Tucker
• Jason Tucker