Jason
Duck

Drawbridge Capital

CRD#7159722
Investment Advisor
in Tulsa, OK

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About this Advisor

Jason Duck is a financial advisor based in Tulsa, Oklahoma, working with Drawbridge Capital. Jason has previously held positions at Minnesota Life Insurance Company, Securian Financial Services Inc, Securian Advisors Midamerica, Zeeco, Inc, Imax Worldwide Home, Pizza Hut, Doordash, Spark Driver, Instacart, Amazon Seller Central, Ebay, Uber, Lpl Financial, LLC, and Ttcu Federal Credit Union. Jason has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma. Currently, Jason is part of Drawbridge Capital, which operates out of Tulsa, Oklahoma. The firm has 4 offices and 13 employees. The firm manages assets totaling $162.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Drawbridge Capital includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7134 S.Yale Ave Ste 700
Tulsa, OK 74136

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Drawbridge Capital Brokerage Details

Total Assets Under Management

$162,316,473

OK Average: $681,523,814
Total Number of Employees

13

OK Average: 15
Total Number of Accounts

907

OK Average: 642
Average Account Size

$178,960

OK Average: $1,061,564

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Jason Duck Work History

2022 - Present (3 years)

Amazon Seller Central

2022 - Present (3 years)

Ebay

2022 - Present (3 years)

Uber

2022 - Present (3 years)

Lpl Financial, LLC

2022 - Present (3 years)

Ttcu Federal Credit Union

2020 - Present (5 years)

Doordash

2021 - 2021 (< 1 year)

Spark Driver

2021 - 2024 (3 years)

Instacart

2019 - 2022 (3 years)

Minnesota Life Insurance Company

2019 - 2022 (3 years)

Securian Financial Services Inc

2019 - 2022 (3 years)

Securian Advisors Midamerica

2016 - 2021 (5 years)

Pizza Hut

2015 - 2019 (4 years)

Zeeco, Inc

2010 - 2015 (5 years)

Imax Worldwide Home

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jason Duck to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Drawbridge Capital

Cullen Parker
Tulsa, OK
Monty Dossman
Tulsa, OK
Scott Dittmer
Tulsa, OK
Jason Duck
Tulsa, OK
Tierney Gorham
Tulsa, OK
William Riedel
Tulsa, OK
Gary Stanislawski
Tulsa, OK
Denise Lant
Tulsa, OK

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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