JT
JT

Jacob Turner

13 Years of Experience
Peoria Heights, IL
Broker

Jacob Turner is a registered investment advisor at Raymond James & Associates, INC., based in Peoria Heights, IL, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

4541 N Prospect Road, Ste 400, Peoria Heights, IL, 61616

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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
Raymond James & Associates, INC.
April 2013 - Present · 13 yrs 1 mo
Raymond James & Associates, INC.Broker
March 2013 - Present · 13 yrs 2 mos
State Registrations37 states
ALARAZCACOCTDCFLGAIAILINKSKYLAMAMDMIMNMOMSMTNCNJNYOHOKPARISCSDTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.