Jeffrey Turner
Jeffrey Turner is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Chattanooga, TN, with 22 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
736 Georgia Ave, Suite 409, Chattanooga, TN, 37402
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent selling life, health, group, and voluntary benefits insurance since 2005, and a fee-based insurance advisor since 2016, dedicating minimal time to the latter. He is also a general partner at Monico Planning Partners, spending nearly full-time hours there.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations17 states
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
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