Jason Tucker

SYNERGY INVESTMENT MANAGEMENT

Altamonte Springs, FL 32714

CRD#: 3031829

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Professional summary

Jason Tucker, who also goes by Jason Blair Tucker, is a registered financial advisor currently at SYNERGY INVESTMENT MANAGEMENT LLC located in Altamonte Springs, Florida.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jason has worked at 4 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Blair Tucker

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Tucker's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 19, 2025 - Present

SYNERGY INVESTMENT MANAGEMENT LLC

Office #1: 215 North Westmonte Drive, Altamonte Springs, FL 32714

RIA

CRD#: 305961

Altamonte Springs, FL

Past

August 8, 2005 - July 2, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

November 22, 2001 - May 17, 2005

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920

NEW YORK, NY

Past

December 2, 1998 - March 27, 2001

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CRD#: 332

SAN MATEO, CA

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".

SYNERGY INVESTMENT MANAGEMENT LLC

MERIT WEALTH ADVISORS | SYNERGY WEALTH ALLIANCE, LLC | SYNERGY INVESTMENT MANAGEMENT LLC | NEXT STAGE CONSULTING

CRD#: 305961 / SEC#: 801-129970

RIA

Registered Investment Advisory firm - (4/19/2024 Approved)

Florida

Registered Investment Advisory firm - (4/29/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Florida
(3/19/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/28/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 11/24/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SYNERGY INVESTMENT MANAGEMENT LLC

MERIT WEALTH ADVISORS | SYNERGY WEALTH ALLIANCE, LLC | SYNERGY INVESTMENT MANAGEMENT LLC | NEXT STAGE CONSULTING

CRD#: 305961 / SEC#: 801-129970

RIA

Registered Investment Advisory firm - (4/19/2024 Approved)

Florida

Registered Investment Advisory firm - (4/29/2024 Terminated)

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Contact information

Main Address

215 North Westmonte Drive, Altamonte Springs, FL 32714

Mailing Address

Phone number

(321) 203-4458

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SYNERGY DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE, AND PRIVACY POLICY (4/21/2025)

Regulatory assets under management

Total Number of Accounts	2,070
AUM (Assets Under Management)	$ 461,195,028

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.

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Jason Tucker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Tucker's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYNERGY INVESTMENT MANAGEMENT LLC

CITIGROUP GLOBAL MARKETS INC.

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

Primary Firm SEC Registration

SYNERGY INVESTMENT MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/28/2002

Series 6

Date: 11/24/1998

Current Firm

SYNERGY INVESTMENT MANAGEMENT LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SYNERGY INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

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