Tucker Holt has been an investment adviser representative at AMJ Financial Wealth Management since April 2019, and is not listed among the firm’s executive officers or direct owners. Tucker Holt holds a Degree in Hospitality Management from Florida State University and an MBA from the University of Mary Washington.
Amj Financial Wealth Management LLC is a Leesburg, VA firm with $482M under management, 470 clients and 7 advisers in one office, as of its March 2026 filing.
Tucker Holt is Senior Wealth Advisor of AMJ Financial Wealth Management. He joined AMJ in 2019 and focuses on strategies to help clients achieve their financial goals ahead of schedule. Before joining AMJ, he worked in financial services as a Financial Consultant with Middleburg Investment Services and in investment consultant positions with Scottrade and ICS Financial.
Tucker Holt’s longest registration is the current one, 7 years at AMJ Financial Wealth Management since 2019. Before joining AMJ Financial Wealth Management in 2019, Tucker Holt was registered through LPL Financial LLC and Scottrade Investment Management.
- Osaic Wealth, Inc.Also current– present · 2 yearsAshburn, VA · Adviser representative and broker · Firm CRD 23131
- – present · 7 yearsLeesburg, VA · Adviser representative · Firm CRD 162878
- LPL Financial LLC– · 1 yearWarrenton, VA · Adviser representative · Firm CRD 6413
- Scottrade Investment Management– · under a yearSaint Louis, MO · Adviser representative · Firm CRD 169988
Professional designations
Listed by AMJ Financial Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Tucker Holt is registered as an investment adviser representative in Virginia, since April 2019.
- VirginiaSince 26 April 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 January 2017 |
| Series 7 | General Securities Representative Examination | 24 October 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 August 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 August 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Tucker Ryan Holt
- CRD
- 6488304
- Firm
- AMJ Financial Wealth Management · CRD 162878
- Office
- 44160 SCHOLAR PLAZA, SUITE 490, Leesburg, VA 20176
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2016
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- amjfinancial.com
Where does Tucker Holt work?
Tucker Holt is an investment adviser representative registered through Amj Financial Wealth Management LLC since April 2019, and is not listed among the firm’s executive officers or direct owners.
Is Tucker Holt a financial advisor?
Yes. Tucker Holt has a current investment-adviser registration in Virginia, through AMJ Financial Wealth Management since April 2019.
How many years of experience does Tucker Holt have?
Tucker Holt has 10 years in the financial industry, since March 2016, across 4 adviser firms.
What exams has Tucker Holt passed?
Tucker Holt has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in August 2015. FINRA credited Tucker Holt with the SIE, which began in October 2018.
Where did Tucker Holt work before AMJ Financial Wealth Management?
Before AMJ Financial Wealth Management, Tucker Holt was registered through LPL Financial LLC, August 2017 to April 2019; Scottrade Investment Management, January 2017 to April 2017.
Where is Tucker Holt based?
Tucker Holt’s registered office is in Leesburg, VA.
Is Tucker Holt registered with FINRA?
Yes. Tucker Holt has a current broker registration, under CRD 6488304.
Source: FINRA BrokerCheck
Is Tucker Holt a CFP?
AMJ Financial Wealth Management lists Tucker Holt with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Tucker Holt’s record?
Search CRD 6488304 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Tucker Holt’s full registration record.