JR
Jason R. Rucker
HORNOR, TOWNSEND & KENT
Chandler, AZ 85286
Some features on this profile are disabled
CRD#: 2868573
JR
Professional summary
Jason Roy Rucker, CFP® is a registered financial advisor currently at HORNOR, TOWNSEND & KENT, LLC located in Chandler, Arizona.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Jason has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
What are your service offerings?
Business Succession Planning
Small Business Planning
Comprehensive Financial Planni...
Insurance Planning
Investment Planning
Retirement Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)INS. BROKERAGE|INVEST RELATED: YES|DBA: CAMBRIDGE INSURANCE SERVICES|POSITION: PARTNER|ADDRESS: 1355 S. HIGLEY RD. STE. 115, GILBERT, AZ 85926|START DATE:08/15/09|NATURE: LIFE INS BROKERAGE|APPROX HRS PER MTH: LESS THAN 10|APPROX TRADING HRS: LESS THAN 10|DESC OF DUTIES: INS PRODUCT SALES.2)JAR BUILDING, LLC|INVEST RELATED: NO|DBA: JAR BUILDING, LLC|POSITION: PARTNER|ADDRESS: CHANDLER, AZ|START DATE:09/09|NATURE: RENTAL PROPERTY OWNER|APPROX HRS PER MTH: LESS THAN 10|APPROX TRADING HRS: LESS THAN 10|DESC OF DUTIES: OWN BUILDING TO BE USED FOR OFFICE SPACE AND POTENTIAL RENT OUT OF THE REMAINING UNITS.3)COMMERCIAL PROPERTY OWNER|INVEST RELATED: NO|DBA: NA|POSITION: PROPRIETOR/OWNER|ADDRESS: 2450 S. GILBERT RD, CHANDLER, AZ 85286 & 3150 S. GILBERT RD. CHANDLER, AZ 85286|START DATE:02/2011|NATURE OF ACT: RENT PROPERTY OWNER|APPROX HRS PER MTH: LESS THAN 10|APPROX TRADING HRS: LESS THAN 10|DESCRIP OF DUTIES: PARTIAL OWNER OF TWO COMMERCIAL REAL ESTATE BUILDINGS FOR PURPOSE OF EXPANDING OWN BUSINESS AND LEASING EXCESS SPACE.4)DOMAIN NAMES|INVEST RELATED: NO|DBA: DBA JABBERMOUTH.COM LLC; DBA I PRODESIGN.COM LLC; DBA WEDRAFGIT.COM LLC;|POSITION: PROPRIETOR/OWNER|ADDRESS: N/A|START DATE: N/A|NATURE: OTHER|APPROX HRS PER MTH: LESS THAN 10|APPROX TRADING HRS: LESS THAN 10|DESCRIP OF DUTIES:NO DUTIES SINCE THEY ARE UNUSED DOMAIN NAMES.5)RUCKER FINANCIAL SERVICES, LLC|INVEST RELATED-NO|DBA: RUCKER FINANCIAL SERVICES, LLC|POSITION: OTHER MEMBER OWNER|ADDRESS: 2450 S. GILBERT RD. SUITE 100 CHANDLER, AZ 85286|START DT:4/10/06|NATURE: OTHERLLC USED TO PAY STAFF|APPROX HRS PER MTH: LESS THAN 10|APPROX TRADING HRS: LESS THAN 10|DESCRIP OF DUTIES: I'M THE OWNER/MEMBER I USE THIS LLC STRICTLY FOR ACCOUNTING PURPOSES. NO DUTIES THAT RELATE TO RUNNING THE LLC.6)CAMBRIDGE WEALTH MANAGER/AGENT|INVEST RELATED-YES|DBA: CAMBRIDGE WEALTH MANAGER|POSITION: OFFICER AGENT|ADDRESS: 2450 SOUTH GILBERT RD, SUITE 100, CHANDLER AZ 85286|START DT:7/14/16|NATURE: OTHER|APPROX HRS PER MTH: LESS THAN 10|APPROX TRADING HRS: LESS THAN 10|DESCRIP OF DUTIES: CAMBRIDGE WEALTH MANAGER NAME OF OUR FINANCIAL PLANNING AND MANAGEMENT SOFTWARE, E-MONEY, TO PERSONALIZE THE BRANDING.7)NAC EXECUTIVE COMMITTEE|INVEST RELATED: NO|DBA:|POSITION: OTHER/COMMITTEE MEMBER|ADDRESS: 2450 S. GILBERT RD. SUITE 100 CHANDLER, AZ 85286|START DATE:7/1/17|NATURE: NETWORKING GROUP|APPROX HRS PER MTH: LESS THAN 10|APPROX TRADING HRS PER MTH: LESS THAN 10|DESCRIP OF DUTIES: ON A COMMITTE WITH THE HOME OFFICE TO DISCUSS ISSUES PERTAINING TO THE INDUSTRY.8)BISHOP-THE CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS|INVEST RELATED: NO|DBA:|POSITION: OVERSEE LOCAL CONGREGATION|ADDRESS: 26023 SOUTH LEMON AVENUE, QUEEN CREEK, AZ 85142|START DATE:9/1/20|NATURE: CHARITY/RELIGIOUS/FOUNDATION|APPROX HRS PER MTH: 26-40 HRS|APPROX TRADING HRS PER MTH: LESS THAN 10|DESC OF DUTIES: OVERSEE THE SPIRITUAL AND PHYSICAL NEEDS OF THE LOCAL CONGREGATION, OVERSEE FINANCES FOR RELIGIOUS ACTIVITY/CHARITABLE USE.9) DBA: CAMBRIDGE FINANCIAL SERVICES|POSITION: Partner|NATURE: Comprehensive Financial Planning|INVEST RELATED: Yes|NUMBER OF HOURS: 160|SECURITIES TRADING HOURS: 160 START DATE:01/01/06 ADDRESS: 2450 S. Gilbert Rd Suite 100, Chandler AZ 85286|DESCRIP: I offer my clients comprehensive financial planning.10)BUILD A NEW MEDICAL FACILITY WITH EXISTING PARTNER GROUP|POSITION: Proprietor/Owner|NATURE: Rental Property Owner|INVEST RELATED: No|NUMBER OF HOURS: 5 SEC TRADING HOURS: 5|START DATE:04/20/24|ADDRESS: 2450 S GILBERT RD, #100, CHANDLER AZ 85286|DESCRIPTION: One of the owners of the project. I will be involved in making basic decisions around the financing and construction of the project.11)NAC PRESIDENT CABINET|POSITION: Board Member|NATURE: Consulting with the NAC President INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2023|ADDRESS: 2450 S GILBERT RD STE 100, Chandler AZ 85286, United States|DESCRIPTION: Attend zoom meetings
CRS (Client Relationship Summary) - RIA
Click below to view Jason Roy Rucker's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jason Roy Rucker's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2011
Experience
Current
April 20, 2012 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #1: 2450 S Gilbert Rd, #100, Chandler, AZ 85286RIA
BD
CRD#: 4031
Chandler, AZ
Current
October 9, 2000 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #1: 2450 S Gilbert Rd, #100, Chandler, AZ 85286RIA
BD
CRD#: 4031
Chandler, AZ
Past
January 12, 2000 - October 10, 2000
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
June 6, 1997 - January 21, 2000
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031 / SEC#: 801-56151, 8-14715
RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/16/2012)
RR
Arizona(10/9/2000)
IAR
Arizona(4/20/2012)
RR
Arkansas(2/12/2018)
RR
California(12/1/2000)
RR
Colorado(1/5/2022)
RR
Connecticut(8/4/2016)
RR
Florida(4/12/2005)
RR
Georgia(4/2/2025)
RR
Hawaii(5/5/2021)
RR
Idaho(6/12/2009)
RR
Illinois(1/27/2004)
RR
Indiana(2/22/2016)
RR
Iowa(8/11/2016)
RR
Kansas(10/21/2025)
RR
Kentucky(4/22/2024)
RR
Louisiana(1/5/2017)
RR
Massachusetts(2/24/2022)
RR
Minnesota(11/28/2007)
RR
Missouri(10/23/2003)
RR
Nebraska(8/1/2012)
RR
Nevada(12/1/2000)
RR
New Jersey(1/8/2020)
RR
New Mexico(10/17/2019)
RR
New York(4/12/2005)
RR
North Carolina(7/27/2020)
RR
North Dakota(6/3/2025)
RR
Ohio(3/20/2001)
RR
Oklahoma(1/5/2022)
RR
Oregon(1/15/2016)
RR
Pennsylvania(1/5/2017)
RR
South Carolina(5/7/2021)
RR
South Dakota(3/12/2025)
RR
Texas(12/23/2015)
IAR
Texas(4/29/2025)
RR
Utah(2/17/2004)
RR
Virginia(10/19/2018)
RR
Washington(2/8/2010)
RR
Wisconsin(10/3/2006)
RR
Wyoming(6/3/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031 / SEC#: 801-56151, 8-14715
RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Mailing Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Phone number
(215) 957-7300
Established
Delaware since 09/09/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
442
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| 1847 FINANCIAL LLC | SHAREHOLDER | |
| GUNZENHAUSER, RADFORD MICHAEL | FINOP | 7253452 |
| HUCKERBY, KEITH GORDON | MANAGER | 2641591 |
| MASON, ANN-MARIE | CHIEF LEGAL OFFICER AND SECRETARY | 7145020 |
| MULLER, NIKI LEE | PRINCIPAL OPERATIONS OFFICER | 7364066 |
| NAGENGAST, HEATHER JILL | PRESIDENT, MANAGER | 5300554 |
| O'MALLEY, DAVID MICHAEL | CHAIRMAN AND MANAGER | 4468593 |
| ROBINSON, VICTORIA MARIE | CHIEF COMPLIANCE OFFICER, MANAGER | 4556827 |
| WYANT, JUSTIN | MANAGER | 8146157 |
Regulatory assets under management
| Total Number of Accounts | 31,522 |
| AUM (Assets Under Management) | $ 7,753,847,039 |
Disclosures
| Regulatory Event | 11 |
| Arbitration | 6 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
