JT
JT

Jason Turnbull

19 Years of Experience
Rochester, NY
Broker

Jason Turnbull is a registered investment advisor at Wells Fargo Advisors, based in Rochester, NY, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

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Location

572 Titus Ave, Rochester, NY, 14617

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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.

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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
March 2024 - Present · 2 yrs 4 mos
Wells Fargo Advisors
March 2024 - Present · 2 yrs 4 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - March 2024 · 9 mos
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Cetera Advisor Networks LLCBroker
April 2020 - March 2024 · 3 yrs 11 mos
Summit Financial Group INC
April 2020 - May 2021 · 1 yr 1 mo
Raymond James Financial Services Advisors, INC
August 2010 - March 2020 · 9 yrs 7 mos
Raymond James Financial Services, INC.Broker
August 2010 - March 2020 · 9 yrs 7 mos
H. Beck, INC.
September 2009 - August 2010 · 11 mos
H. Beck, INC.Broker
September 2006 - August 2010 · 3 yrs 11 mos
State Registrations21 states
AKALCACODCDEFLGAMAMDNCNENHNYOHPARISCTXVAWV
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.