Jeffrey Alan Murray

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

• 02/2015 → 12/2016
  Avant-Garde Advisors Llc
  Grand Junction, CO
• 01/2016 → 01/2024
  Wealthsource Partners, Llc
  Grand Junction, CO
• 01/2014 → Present
  Strategic Planning Llc
  Grand Junction, CA
• 01/2024 → Present
  Tucker Asset Management Llc
  Littleton, CO

Previous Registrations

• 2016-03-14 → 2024-06-07
  Wealthsource®
  Grand Junction, CO
  Grand Junction, CO
• 2015-02-19 → 2016-12-15
  Avant-Garde Advisors Llc
  Grand Junction, CO
  Centennial, CO
• 2014-08-07 → 2015-02-20
  Oneamerica Securities, Inc.
  San Diego, CA
  Grand Junction, CO
  Newport Beach, CA
  Indianapolis, IN

Other Businesses

STRATEGIC PLANNING LLC; INVESTMENT RELATED; 744 HORIZON COURT, SUITE 350, GRAND JUNCTION, COLORADO 81506; INSURANCE AGENCY; OWNER; JANUARY 1, 2014 START DATE; 80 HOURS PER MONTH DEVOTED; 3.25 HOURS PER DAY DURING SECURITIES TRADING HOURS DEVOTED; NON-VARIABLE INSURANCE SALES (FIXED LIFE, FIXED ANNUITIES, DISABILITY, LTC, HEALTH, INDEXED ANNUITIES).

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-07-31
• S63 Uniform Securities Agent State Law Examination
  1994-07-19

Other Names

• Jeff A Murray