JT
JT

Jack Turner

57 Years of Experience
Clarksville, TN
BrokerSells Insurance

Jack Turner is a registered investment advisor at Cetera Investment Advisers LLC, based in Clarksville, TN, with 57 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

201 Main Street, Clarksville, TN, 37040

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jack sells fixed insurance (life, health, disability, and long-term care) with various companies and operates under Jack B Turner and Associates for financial services and fixed insurance, dedicating about a quarter of his time to these activities. He also serves as part owner/chairman for a family-owned beer business, trustee for family trusts, and board member for two non-profit organizations, each requiring minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2018 - June 2023 · 5 yrs 2 mos
Walnut Street Securities, INC.
February 2010 - March 2012 · 2 yrs 1 mo
Walnut Street Securities, INC.
March 2004 - November 2004 · 8 mos
Walnut Street Securities, INC.Broker
January 1990 - September 2013 · 23 yrs 8 mos
Royal Alliance Associates, INC.Broker
November 1989 - January 1990 · 2 mos
Integrated Resources Equity CorporationBroker
June 1985 - November 1989 · 4 yrs 5 mos
Aetna Life Insurance and Annuity CompanyBroker
December 1984 - September 1993 · 8 yrs 9 mos
Aetna Financial Services, INC.Broker
December 1984 - September 1989 · 4 yrs 9 mos
General American Life Insurance CompanyBroker
January 1979 - January 1990 · 11 yrs
Provident National Equities, INC.Broker
January 1977 - June 1985 · 8 yrs 5 mos
Shenandoah Equity Services, IncorporatedBroker
October 1974 - December 1978 · 4 yrs 2 mos
Provident National Equities, INC.Broker
September 1973 - December 1974 · 1 yr 3 mos
Pla Securities CorporationBroker
November 1968 - January 1977 · 8 yrs 2 mos
State Registrations25 states
ALARCADCFLGAHIILINKYMDMIMOMSNCNVNYOHOKORSCTNTXVAWY
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.