Jason Turner is a registered investment advisor, based in Roanoke, VA, with 31 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold.
Location
10 Franklin Road, Se, Roanoke, VA, 24011
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Regulatory History (5)
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Customer Dispute
May 2017Denied
Customer Dispute
February 2016Final
Customer Dispute
March 2007Settled
Customer Dispute
April 2003Denied
Customer Dispute
October 2002Settled
Other Business Activities
Jason is a farmer, breeding and raising cattle and hogs for livestock sale since 2018. This activity takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 8 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 8 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Bb&t Securities, LLC
August 2016 - February 2021 · 4 yrs 6 mos
Bb&t Securities, LLCBroker
August 2016 - February 2021 · 4 yrs 6 mos
Wells Fargo Advisors, LLCBroker
April 2005 - August 2016 · 11 yrs 4 mos
Wells Fargo Advisors, LLC
April 2005 - August 2016 · 11 yrs 4 mos
UBS Financial Services INC.
March 1999 - April 2005 · 6 yrs 1 mo
UBS Financial Services INC.Broker
February 1999 - April 2005 · 6 yrs 2 mos
PFS Investments INC.Broker
January 1995 - December 1998 · 3 yrs 11 mos
State Registrations36 states
AKALAZCACOCTDCDEFLGAHIIAILINKSKYMDMEMIMOMSNCNENJNMNYOHOKPASCTNTXVAVTWAWV
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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