Advisor at Synergy Investment Management LLC
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Firm
Synergy Investment Management LLC
Location
Altamonte Springs, FL 32714
Credentials
CFA®, Series 63
Industry experience
1 year
Jason Tucker is a CFA® charterholder affiliated with Synergy Investment Management LLC and has over 19 years of industry experience. He previously worked at Citigroup Global Markets Inc. from 2005 to 2024 before joining Synergy and LPL Financial in 2024. Synergy Investment Management, LLC serves individuals, trusts, estates, businesses, and charitable organizations, managing over $461 million in assets for approximately 1,072 clients. The firm employs a long-term, Modern Portfolio Theory–based approach, utilizing diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments, supported by proprietary quantitative tools.
Based on Synergy Investment Management LLC
Based on Synergy Investment Management LLC
Financial planning standalone fixed fees up to $20,000, depending on complexity and services requested.
Certain Advisory Persons are registered representatives and earn commissions in separate capacity; commissions earned are separate and in addition to advisory fees.
215 North Westmonte Drive
Altamonte Springs, FL 32714
Florida
LPL Financial
2024 - Present (2 years)
Synergy Investment Management, Llc
2024 - Present (2 years)
Citigroup Global Markets
2005 - 2024 (19 years)
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