James Bryan Reynolds

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

• 03/2016 → 01/2017
  Metlife
  Oklahoma City, OK
• 09/2016 → Present
  Philadelphia American Life Insurance
  Houston, TX
• 12/2018 → 12/2022
  Massmutual Life Insurance Company
  Oklahoma City, OK
• 02/2019 → 10/2019
  Mml Investors Services, Llc
  Oklahoma City, OK
• 01/2017 → 02/2017
  Msi Financial Services, Inc.
  Dallas, TX
• 07/2024 → Present
  Tucker Asset Management Llc
  Littleton, CO

Previous Registrations

• 2017-01-03 → 2017-02-01
  Msi Financial Services, Inc.
  Oklahoma City, OK
  Dallas, TX

Other Businesses

1.) Philadelphia American Life Insurance; Not Investment-related; Houston, TX; Health Insurance; Insurance Agent; Start date: 09/2016; Approximately 60 hours/month devoted to this business activity with approximately 20 hours/month during securities trading hours; Duties: agent for health, Medicare insurance, and health ancillaries like cancer coverage, accident, etc. 2.) James B. Reynolds; Investment-related; Norman, OK ; Nature: Individual Life/Health, Group Life/Health; Sole Proprietor; Independent Insurance Agent, Sales; Start Date: 11/01/2016; Number of hours/month: 32; Number of hours/month during securities trading: 20.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-06
• S66 Uniform Combined State Law Examination
  2016-04-23

Other Names

• James Reynolds
• Jimmy Reynolds
• Jimmy B Reynolds