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Jill Marie Pierce

Tucker Asset Management LLC

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About Jill Marie Pierce

Jill Marie Pierce is an Investment Advisor Representative at Tucker Asset Management LLC. Jill has been in the financial industry for more than 19 years. Jill holds Series 6, 7, 63 and 66 securities licenses. Jill has worked for several financial firms including VOYA FINANCIAL ADVISORS, INC. and WALNUT STREET SECURITIES, INC. Jill is currently registered as an Investment Advisor Representative in the state of Washington. Jill specializes in providing financial planning, portfolio management, and selection of other advisors.

Firm Information

Jill Pierce 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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Jill Pierce’s Registration & Firm History

CO

10/01/2020 - Present

Tucker Asset Management LLC (LITTLETON CO)

WA

03/14/2011 - 10/06/2020

VOYA FINANCIAL ADVISORS, INC. (Battle Ground WA)

WA

07/01/2003 - 02/15/2011

WALNUT STREET SECURITIES, INC. (VANCOUVER WA)

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Licenses & Designations

BOTH

Issued 05/17/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/07/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2015

Series 7 - General Securities Representative Examination

BC

Issued 06/28/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jill Marie Pierce.
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