Jerry Turner
Jerry Turner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Boulder, CO, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5305 Spine Road, Suite C, Boulder, CO, 80301
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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 Activities
Jerry is involved in several business activities, including serving as an advisory board member for a non-profit supporting the University of Colorado Men's Golf Team, owning MainStay Advisors LLC and MainStay Advisors Exit Planning, owning MainStay Advisors Land Holding LLC, owning Quist Insights, and partnering in Tiger Trout, LLC. MainStay Advisors Exit Planning provides a flat-fee service for business owners planning to sell or exit their business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations39 states
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