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Jackson Robert Tucker

Investment adviser representative at Focus Partners Wealth, LLC
13 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 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 feePerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

13 years in the industry.

  1. Focus Partners Wealth, LLCJul 2026 to now
  2. Mariner Wealth AdvisorsJan 2023 to Jul 2026
  3. Iowa State University FoundationAug 2022 to Dec 2022
  4. Hennis Roofing CompanyJun 2022 to Aug 2022
  5. Home DepotMay 2022 to Jun 2022
  6. N/aJun 2020 to May 2022
  7. WalmartMar 2020 to Jun 2020
  8. N/aJan 2013 to Mar 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

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

Focus Partners Wealth, LLC

$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
7780324
Firm CRD
159289
Advisor's SEC record (opens in a new tab)
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