Jordan M. Tucker
STRATEGIC ADVISERS LLC | Benefits & Planning Consultant, Executive Services
KANSAS CITY, KS
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CRD#: 6010370
Professional summary
Jordan Michael Tucker, who also goes by Jordan M Tucker, Jordan Michael Tucker, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Kansas City, Kansas and FIDELITY BROKERAGE SERVICES LLC located in Jacksonville, Florida.
Jordan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Jordan has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As your Benefits & Planning Consultant, I will act as your advocate to help ensure that your financial plan is customized to meet your family's unique needs. Together, we will build a financial plan, identify strategies to improve that plan, and keep open lines of communication.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jordan M Tucker | Jordan Michael 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.
OBA-16511|OrgNmn:Cowboys Fans Only|Org Addr:Kansas Cit,Kansas,US|OBA Nature:Online Ecomerce store and spor|Invst Rel:N|Title:Host and Owner|Duties:Sports content creator and ecommerce store owner|StrtDt:09-21-20|TotHrs/mon:60|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Jordan Michael Tucker'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®
NoneEducation
Emporia State University
Bachelor of Arts (BA) - Marketing
2008
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
KANSAS CITY, KS
Current
June 23, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4671 Town Center Pkwy, Jacksonville, FL 32246BD
CRD#: 7784
Jacksonville, FL
Past
December 17, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SHAWNEE, KS
Past
July 2, 2015 - April 20, 2017
AMERICAN CENTURY INVESTMENT SERVICES INC.
BD
CRD#: 17437
KANSAS CITY, MO
Past
March 11, 2015 - June 24, 2015
EMPOWER FINANCIAL SERVICES, INC.
BD
CRD#: 13109
OVERLAND PARK, KS
Past
September 2, 2014 - December 23, 2014
EMPOWER FINANCIAL SERVICES, INC.
BD
CRD#: 13109
OVERLAND PARK, KS
Past
January 4, 2012 - September 2, 2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
BD
CRD#: 102920
OVERLAND PARK, KS
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.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(1/7/2022)
RR
Alaska(1/7/2022)
RR
Arizona(1/4/2019)
RR
Arkansas(1/4/2019)
RR
California(1/4/2019)
RR
Colorado(1/4/2019)
RR
Connecticut(1/4/2019)
RR
Delaware(1/7/2022)
RR
District of Columbia(1/7/2022)
RR
Florida(1/4/2019)
RR
Georgia(1/4/2019)
RR
Hawaii(1/7/2022)
RR
Idaho(1/3/2020)
RR
Illinois(1/4/2019)
RR
Indiana(1/3/2020)
RR
Iowa(1/4/2019)
RR
Kansas(11/15/2017)
IAR
Kansas(3/31/2025)
RR
Kentucky(1/7/2022)
RR
Louisiana(1/3/2020)
RR
Maine(1/7/2022)
RR
Maryland(1/7/2022)
RR
Massachusetts(1/4/2019)
RR
Michigan(1/7/2022)
RR
Minnesota(1/4/2019)
RR
Mississippi(1/4/2019)
RR
Missouri(11/15/2017)
RR
Montana(1/7/2022)
RR
Nebraska(1/4/2019)
RR
Nevada(1/4/2019)
RR
New Hampshire(1/7/2022)
RR
New Jersey(1/4/2019)
RR
New Mexico(1/4/2019)
RR
New York(1/4/2019)
RR
North Carolina(1/4/2019)
RR
North Dakota(1/7/2022)
RR
Ohio(1/7/2019)
RR
Oklahoma(1/4/2019)
RR
Oregon(1/4/2019)
RR
Pennsylvania(1/4/2019)
RR
Puerto Rico(1/7/2022)
RR
Rhode Island(1/7/2022)
RR
South Carolina(1/4/2019)
RR
South Dakota(1/4/2019)
RR
Tennessee(1/4/2019)
RR
Texas(1/4/2019)
IAR
Texas(3/31/2025)
RR
Utah(1/3/2020)
RR
Vermont(1/7/2022)
RR
Virgin Islands(1/7/2022)
RR
Virginia(1/3/2020)
RR
Washington(1/4/2019)
RR
West Virginia(1/7/2022)
RR
Wisconsin(1/4/2019)
RR
Wyoming(1/7/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
Company Information
STRATEGIC ADVISERS LLC
Benefits & Planning Consultant, Executive ServicesCRD#: 104555Kansas City, KSTRUST BUT VERIFY
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Contact information
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