Tucker D Erdmann

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

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

• 07/2018 → Present
  Jpmorgan Chase Bank, N.A.
  Denver, CO
• 07/2018 → Present
  Jpmorgan Securities Llc
  Denver, CO
• 06/2017 → 08/2017
  Jpmorgan Chase Bank
  Columbus, OH
• 08/2017 → 04/2018
  Furman University
  Greenville, SC
• 04/2018 → 07/2018
  Furman University
  Greenville, SC
• 09/2016 → 12/2016
  Crowne Plaza Edinburgh - Royal Terrace
  Edinburgh
• 12/2016 → 06/2017
  Furman University
  Greenville, SC
• 07/2016 → 09/2016
  Furman University
  Greenville, SC

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-15
• S63 Uniform Securities Agent State Law Examination
  2018-09-10

Other Names

• Tucker Erdmann
• Tucker Douglas Erdmann