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JT

Jessica A. Tucker

INNERWORKS WEALTH MANAGEMENT
CINCINNATI, OH 45208
Some features on this profile are disabled
CRD#: 7314054
JT

Professional summary

Jessica A Tucker is a registered financial advisor currently at INNERWORKS WEALTH MANAGEMENT located in Cincinnati, Ohio.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jessica has worked at 2 firms and has passed the Series 65 exam.

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 Jessica A 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®
None

Experience

Current

March 2, 2026 - Present

INNERWORKS WEALTH MANAGEMENT

Office #1: 2722 Erie Ave Suite 219, Cincinnati, OH 45208
RIA
CRD#: 340243
CINCINNATI, OH
Past

November 17, 2020 - December 18, 2023

BULLSEYE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 145158
CINCINNCIATI, OH

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
Ohio
(3/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/27/2026
Uniform Investment Adviser Law Examination

Current Firm

IW
INNERWORKS WEALTH MANAGEMENT
INNERWORKS WEALTH MANAGEMENT | INNERWORKS WEALTH MANAGEMENT LLC

CRD#: 340243 / SEC#:

Ohio
Registered Investment Advisory firm - (3/2/2026 Approved)
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Contact information

Main Address
2722 Erie Ave Suite 219, Cincinnati, OH 45208
Mailing Address
Phone number
(404) 234-0400
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

INNERWORKS WEALTH MANAGEMENT

CRD#: 340243Cincinnati, OH 45208

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