Unclaimed Profile

Jennifer Marie Tucker

M HOLDINGS SECURITIES, INC.·PORTLAND, Oregon

SIE, Series 6, Series 7, Series 9, Series 10, Series 24, Series 52TO, Series 53, Series 63, Series 66Clean record20 years registeredM HOLDINGS SECURITIES, INC.

1125 N.W. COUCH STREET, PORTLAND, OR 97209CRD# 3168512Firm CRD# 43285

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Marie Tucker · PORTLAND, OR

Registration

CRD #3168512 · M HOLDINGS SECURITIES, INC. · 20 years registered

Brand Profile

Not yet started

Career History

D.A. DAVIDSON & CO.

Jun 2017 – present

M HOLDINGS SECURITIES, INC.

Mar 2007 – Jun 2017

PORTLAND, OR

MUTUAL SERVICE CORPORATION

Mar 2006 – Feb 2007

WEST PALM BEACH, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · March 27, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

M HOLDINGS SECURITIES, INC.

CRD 43285 · SEC 801-57304

AUM

$4.5B

Regulatory assets under management

Employees

706

9,871 client accounts

Services offered by M HOLDINGS SECURITIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at M HOLDINGS SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Jennifer Marie Tucker offer?

Jennifer Marie Tucker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Jennifer Marie Tucker's credentials?

Jennifer Marie Tucker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Marie Tucker located?

Jennifer Marie Tucker is based in PORTLAND, Oregon, working with M HOLDINGS SECURITIES, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Jennifer Marie Tucker charge for services?

Jennifer Marie Tucker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is M HOLDINGS SECURITIES, INC.?

M HOLDINGS SECURITIES, INC. has approximately 706 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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