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James R

Series 65, Series 66

Norman, OK

Tucker Asset Management LLC

James Reynolds is a financial advisor at Tucker Asset Management LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and previously worked in various roles within the insurance and financial services sectors, including positions at Mass Mutual Investors Services and Philadelphia American Life Insurance. Outside of his advisory role, Reynolds is actively involved as an independent insurance agent specializing in life and health insurance products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, and financial planning. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments as part of its portfolio strategy.

Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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