JT
ChFC
JT
ChFC

John Turi

34 Years of Experience
Red Bank, NJ
BrokerSells Insurance

John Turi is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Red Bank, NJ, with 34 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

200 Schulz Dr Ste 101, Red Bank, NJ, 07701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is an independent insurance broker for NJ BC/BS since 2022, selling health insurance. He also co-owns another business and dedicates about 10-20% of his time to it.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2002 - Present · 24 yrs 3 mos
Ameriprise Financial Services, LLC
December 1991 - Present · 34 yrs 10 mos
Ameriprise Financial Services, LLCBroker
December 1991 - Present · 34 yrs 10 mos
Previous Registrations
Ids Life Insurance CompanyBroker
December 1991 - July 2006 · 14 yrs 7 mos
State Registrations31 states
AZCACOCTDCDEFLGAIAIDILLAMAMDMEMINCNHNJNMNYOHORPASCSDTNTXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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