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Jeffrey Lynn Leonard

Investment adviser representative at Tucker Asset Management LLC
24 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

24 years in the industry.

  1. Tucker Asset Management LLCNov 2016 to now
  2. American Benefits and Management GroupDec 2007 to now
  3. Leonard Marketing, Inc.Feb 2002 to now
  4. Brookstone Capital ManagementJul 2008 to Nov 2016

Exams passed

  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 1 state (NV).

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
5569910
Firm CRD
174844
Advisor's SEC record (opens in a new tab)
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