Jeffrey Mark Tuckett
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsFeb 2023 to now
- PolicyscoutSep 2022 to Feb 2023
- Budget BlindsMar 2021 to Jul 2022
- Dixie State UniversityOct 2020 to Apr 2021
- Caption CallSep 2019 to Feb 2021
- City of Saint GeorgeAug 2019 to Feb 2021
- ChrysalisMay 2019 to Aug 2019
- Jimmy JohnsJan 2019 to Jun 2019
- Papa JohnsAug 2018 to Jan 2019
- American Maintenance CorpMay 2018 to Aug 2018
- Papa JohnsOct 2017 to Apr 2018
- Stephen Wade HondaApr 2017 to Aug 2017
- Utah Tech (formerly Known As Dixie State)Jan 2017 to Apr 2021
- WalgreensSep 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7697967
- Firm CRD
- 104555