TrueAdvisor
TrueAdvisor
JT
JT

Jason Turner

Wells Fargo Advisors
25 Years of Experience
Greensboro, NC
1 DisclosureBroker
View SEC Summary
View SEC Summary

Jason Turner is a registered investment advisor at Wells Fargo Advisors, based in Greensboro, NC, with 25 years of industry experience. Jason 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 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

806 Green Valley Rd, Greensboro, NC, 27408

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
October 2012
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
April 2026 - Present · 6 mos
Wells Fargo Advisors Financial Network, LLC
April 2026 - Present · 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2026 - Present · 6 mos
Wells Fargo Advisors
September 2023 - Present · 3 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
October 2001 - March 2023 · 21 yrs 5 mos
UBS Financial Services INC.Broker
July 2000 - March 2023 · 22 yrs 8 mos
State Registrations6 states
ARMANCOKUTWA
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.
More Advisors
More financial advisors in Greensboro, NC →All financial advisors in North Carolina →