Jason L. Tucker

INVESTMENT CONSULTING SERVICES

Shawnee, KS

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CRD#: 3267782

Professional summary

Jason Lee Tucker, CIMA® is a registered financial advisor currently at INVESTMENT CONSULTING SERVICES, LLC located in Shawnee, Kansas.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jason has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Lee 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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

June 25, 2024 - Present

INVESTMENT CONSULTING SERVICES, LLC

RIA

CRD#: 122064

Shawnee, KS

Past

July 29, 2020 - December 19, 2022

EMPOWER ADVISORY GROUP, LLC

RIA

CRD#: 112058

OVERLAND PARK, KS

Past

July 29, 2020 - December 19, 2022

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

OVERLAND PARK, KS

Past

May 16, 2019 - July 9, 2020

COPPER FINANCIAL

RIA

CRD#: 168203

Shawnee, KS

Past

May 15, 2019 - July 9, 2020

COPPER FINANCIAL

CRD#: 168203

Shawnee, KS

Past

October 25, 2017 - August 13, 2018

UNIFIED FINANCIAL SECURITIES, LLC

CRD#: 7868

INDIANAPOLIS, IN

Past

March 16, 2006 - December 31, 2012

AMERICAN CENTURY ADVISORY SERVICES, INC.

RIA

CRD#: 121974

KANSAS CITY, MO

Past

May 3, 2005 - October 9, 2017

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

Past

August 30, 2004 - January 30, 2006

AMERICAN CENTURY BROKERAGE, INC.

CRD#: 42846

KANSAS CITY, MO

Past

May 28, 2003 - August 10, 2004

TD AMERITRADE, INC.

RIA

CRD#: 7870

KANSAS CITY, MO

Past

July 13, 2000 - August 10, 2004

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

November 18, 1999 - April 18, 2000

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

July 28, 1999 - September 15, 1999

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

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".

INVESTMENT CONSULTING SERVICES, LLC

INVESTMENT CONSULTING SERVICES, LLC | WENDLING, SANDRA JEAN | INVESTMENT COUNSULTING SERVICES, L.L.C.

CRD#: 122064 / SEC#: 801-61387

RIA

Registered Investment Advisory firm - (8/29/2002 Approved)

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

Kansas
(7/16/2024)

IAR

Michigan
(6/25/2024)

IAR

Minnesota
(7/16/2024)

IAR

North Dakota
(7/21/2024)

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

IAR

Series 66

Date: 5/20/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/23/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/13/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/12/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/26/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

INVESTMENT CONSULTING SERVICES, LLC

INVESTMENT CONSULTING SERVICES, LLC | WENDLING, SANDRA JEAN | INVESTMENT COUNSULTING SERVICES, L.L.C.

CRD#: 122064 / SEC#: 801-61387

RIA

Registered Investment Advisory firm - (8/29/2002 Approved)

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Contact information

Main Address

1 E. 22nd Street Suite L100, Lombard, IL 60148

Mailing Address

Phone number

(630) 928-1052

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

ICS ADV PART 2A (8/25/2025)

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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Firm Stability Insights

Jason L. Tucker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

EMPOWER ADVISORY GROUP, LLC

EMPOWER FINANCIAL SERVICES, INC.

COPPER FINANCIAL

COPPER FINANCIAL

UNIFIED FINANCIAL SECURITIES, LLC

AMERICAN CENTURY ADVISORY SERVICES, INC.

AMERICAN CENTURY INVESTMENT SERVICES INC.

AMERICAN CENTURY BROKERAGE, INC.

TD AMERITRADE, INC.

TD AMERITRADE, INC.

MONY SECURITIES CORPORATION

WS GRIFFITH SECURITIES, INC.

Primary Firm SEC Registration

INVESTMENT CONSULTING SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/20/2003

Series 63

Date: 7/23/1999

SIE

Date: 8/13/2018

Series 7

Date: 7/12/2000

Series 6

Date: 7/26/1999

Current Firm

INVESTMENT CONSULTING SERVICES, LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

INVESTMENT CONSULTING SERVICES, LLC

TRUST BUT VERIFY

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