Jeremiah Luke Tucker
Investment adviser representative at Independent Wealth Network, Inc.
12 yearsExperience
1 stateRegistered in
$518.4MFirm assets
9 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Independent Wealth Network, Inc.Jun 2026 to now
- UnemployedMar 2026 to Jun 2026
- Charles Schwab & Co, IncMay 2025 to Mar 2026
- Charles Schwab Bank, SsbMay 2025 to Mar 2026
- Bank of America, N.AJun 2024 to May 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2024 to May 2025
- Foreside Fund Services, LLCMar 2021 to Apr 2024
- Aca ForesideNov 2020 to Apr 2024
- O'reilly's CureJun 2020 to Oct 2020
- Unemployed Due To CovidApr 2020 to Apr 2020
- Bull Feeney'sSep 2019 to Mar 2020
- Brian BoruJan 2019 to Aug 2019
- Ferrari Carano Vineyard and WineryAug 2017 to Dec 2018
- UnemployedMay 2017 to Jul 2017
- Weill Cornell Imaging At Newyork PresbyterianSep 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (ME).
Independent Wealth Network, Inc.
$518.4MAssets managed
1,460Clients
34Advisers
9 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
- 7311878
- Firm CRD
- 286262