Jeffrey Alan Murray
Investment adviser representative at Tucker Asset Management LLC
12 yearsExperience
1 stateRegistered in
$603.6MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Tucker Asset Management LLCJan 2024 to now
- Strategic Planning LLCJan 2014 to now
- Wealthsource Partners, LLCJan 2016 to Jan 2024
- Avant-garde Advisors LLCFeb 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CO).
Tucker Asset Management LLC
$603.6MAssets managed
2,960Clients
59Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2415804
- Firm CRD
- 174844