Jonathan Turner
Jonathan Turner is a registered investment advisor at Invariant Investment Management, based in Camp Hill, PA, with 12 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 313 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Location
200 Grandview Avenue, Suite 103, Camp Hill, PA, 17011
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2023Regulatory
March 2022Other Business Activities
Jonathan is an author, having written and contributed to books since April 2020. He is also involved in several LLCs: Argo Capital Partners (managing partner), Argo Payment Systems (partner), and JNR Acquisitions (partner), dedicating about 10-20% of his time to each of the Argo entities and a few hours per week to JNR Acquisitions.
Employment History
Current Registrations
Invariant Investment Management
Previous Registrations
Sequentis Capital Advisors LLC
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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