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Katherine Tucker Letsos

Joyce Wealth Management, LLC

Houston, TX

CRD 4998752

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Employer firm

Joyce Wealth Management, LLC CRD 325221

$483M regulatory AUM

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:

Current Employers
Joyce Wealth Management, Llc

7880 San Felipe Suite 115, Houston, TX 77063 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-02
  • TX RA
    APPROVED
    Since 2023-05-02

Branch Locations

7880 San Felipe Suite 115, Houston, TX 77063 • 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
Wells Fargo Advisors Financial Network, Llc Houston TX 05/2013 05/2023
Joyce Wealth Management Houston TX 05/2023 Present
J.D. Joyce Investment Management Group, Llc Houston TX 05/2013 05/2023
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-02
  • S66 Uniform Combined State Law Examination
    2006-08-02
Other Names
  • Katherine Tucker
  • Katie Tucker
  • Katherine A. Tucker
  • Katherine Letsos

View on SEC IAPD

Nearby Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL

Nearby Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS

Nearby Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX

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