Carlton John Ebneth
Investment adviser representative at Tucker Asset Management LLC
10 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
10 years in the industry.
- Tucker Asset Management LLCJun 2022 to now
- Ebneth Financial GroupApr 2022 to now
- Physicians Wealth Advisory GroupMar 2017 to now
- Foundations Investment Advisors LLCMar 2021 to Jun 2022
- Sa Stone Investment AdvisoryDec 2019 to Jul 2020
- Sa Stone Wealth ManagementDec 2019 to Jul 2020
- Quest Capital Strategies, Inc.Jun 2019 to Dec 2019
- Foresters Equity Services, Inc.Jan 2017 to Dec 2017
- UnemployedSep 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 3248726
- Firm CRD
- 174844