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Jeffrey Alan Murray

Tucker Asset Management LLC

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About Jeffrey Alan Murray

Jeffrey Alan Murray is an investment advisor representative with Tucker Asset Management LLC. Prior to joining Tucker Asset Management, Jeffrey worked at OneAmerica Securities, Inc. for two years and New England Securities for six years. Jeffrey has been in the financial industry for over twenty years and specializes in financial planning, portfolio management for individuals, and selection of other advisors. Jeffrey is also the owner of Strategic Planning LLC which is an insurance agency. Jeffrey is registered with the state of Colorado as an Investment Advisor Representative.

Firm Information

Jeffrey Murray is currently registered with Tucker Asset Management LLC. Tucker Asset Management LLC is a registered investment advisor based in Littleton, Colorado. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. With 78 licensed agents and a focus on client relationships, Tucker Asset Management has over $476 million in regulatory assets under management.
Tucker Asset Management LLC

1520 WEST CANAL COURT

LITTLETON, CO 80120

$476.48M

Assets Under Management

Not reported

Total Clients

69

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Shares in fees paid to third party investment advisers

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Jeffrey Murray’s Registration & Firm History

CO

02/20/2024 - Present

Tucker Asset Management LLC (LITTLETON CO)

CO

01/18/2013 - 02/20/2015

ONEAMERICA SECURITIES, INC. (GRAND JUNCTION CO)

CA

06/30/2006 - 12/06/2012

NEW ENGLAND SECURITIES (SAN DIEGO CA)

CA

11/19/2003 - 07/06/2006

SAMMONS SECURITIES COMPANY, LLC (LA MESA CA)

VT

01/17/2001 - 11/26/2003

EQUITY SERVICES, INC. (MONTPELIER VT)

NJ

02/24/1994 - 01/10/2001

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 07/31/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/19/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/20/2015

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Alan Murray.
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