Helping Clients Succeed Financially

Jason Tucker, CAIA

Jason Tucker, CAIA

    • Vice President

    Jason Tucker provides a broad range investment advisory and wealth management services for both high net worth families and small to mid-sized institutions. He is skilled in the evaluation of alternative investments, including, but not limited to, hedge funds, hedge funds of funds, commodity trading pools, private equity and other non-market correlated investments. Jason performs primary due diligence on managers of non-traditional investments, analytical requests, and the preparation of all client reviews.  He is also a member of our investment committee. Among the many services he delivers to plan fiduciaries are the evaluation of plan providers, execution of Request for Proposal (RFPs), due diligence reviews, employee education meetings and marketing. 

    Jason attended the University of Texas at Austin. He earned the Chartered Alternative Investment Analyst designation from the Chartered Alternative Investment Analyst Association, a not-for-profit global organization committed to education and professionalism in the field of alternative investment. He has been a financial professional since 1994, working as branch manager for H&R Block Financial Advisors before joining Oppenheimer & Co. Inc. in 2000.  He and Sean have operated together since 2001.

    Jason Tucker, his wife and two daughters live in Dallas. Their passions include travel, motorcycling and competing in marathons and triathlons. He is also an avid car enthusiast.

    Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. Available to pre-qualified investors only.