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Leon J
CFP®, Series 63
San Juan Capistrano, CA
Tucker Asset Management LLC
Leon James Jr. is a CFP® professional with 39 years of experience in financial advising. He has worked at Tucker Asset Management LLC since 2022 and previously was employed at Optivest, Inc., Centaurus Financial, Inc., and Anchor Capital. He holds a Series 63 license and is also registered as an insurance agent with licenses in Accident & Health, Life, and Variable Contracts. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation process and a variety of strategies, including alternative investments, to manage portfolios on a discretionary basis.
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