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Jonathan Tucker

Icapital Markets LLC

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About Jonathan Tucker

Jonathan Tucker is a financial professional with experience in the financial services industry. Jonathan currently holds a Series 7TO and SIE license and is registered with iCapital Markets LLC. Jonathan has previously worked with Securities America, Inc., OSAIC Wealth, Inc., Triad Advisors LLC, Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., and UBS Financial Services Inc.

Firm Information

Jonathan Tucker is currently registered with Icapital Markets LLC. Icapital Markets LLC is a Limited Liability Company that was formed on August 13, 2001. The company is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Icapital Markets LLC is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

219

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.

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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Jonathan Tucker’s Registration & Firm History

FL

08/04/2024 - Present

Icapital Markets LLC (Boca Raton FL)

NE

11/17/2022 - 05/17/2024

SECURITIES AMERICA, INC. (LAVISTA NE)

AZ

11/16/2022 - 05/17/2024

OSAIC WEALTH, INC. (SCOTTSDALE AZ)

GA

11/16/2022 - 05/17/2024

TRIAD ADVISORS LLC (ATLANTA GA)

MN

11/16/2022 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

GA

11/16/2022 - 11/03/2023

FSC SECURITIES CORPORATION (ATLANTA GA)

AZ

11/16/2022 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

NJ

09/27/2022 - 11/21/2022

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 09/27/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/15/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Tucker.
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