Jeffrey Marcus is a registered investment advisor at Turning Point Analytics, LLC, based in East Sandwich, MA, with 13 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
East Sandwich, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is the CEO of Turning Point Analytics, LLC, an SEC-registered investment advisor that provides technical analysis reports. Jeffrey is also a licensed real estate agent with Sotheby's International Realty and started a new business called Homeyap.
Employment History
Current Registrations
Turning Point Analytics, LLC
Previous Registrations
Rosenblatt Securities INC.Broker
Turning Point Analytics, LLC
Lehman Brothers INC.Broker
State Registrations1 state
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