JT
JT

Jaron Turley

4 Years of Experience
Mesa, AZ

Jaron Turley is a registered investment advisor at Gbg Wealth Management LLC, based in Mesa, AZ, with 4 years of industry experience. Jaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management (also available separately)

GBG Wealth Management's investment advisory fee is a percentage of the value of your portfolio, paid quarterly in advance. The fee is negotiated and can be up to 1.50% per year. The final fee depends on factors like the amount of assets managed, portfolio complexity, and servicing needs. Clients may pay different fees for similar services. GBG may allocate assets to its affiliated third-party manager, Gallacher Capital Management, LLC.

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Location

1830 S Alma School Rd, Suite 116, Mesa, AZ, 85210

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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
Gbg Wealth Management LLC
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Kingdom Financial Group, LLC
July 2023 - September 2024 · 1 yr 2 mos
Morgan Stanley
October 2021 - July 2023 · 1 yr 9 mos
Morgan StanleyBroker
October 2021 - July 2023 · 1 yr 9 mos
Raymond James Financial Services Advisors, INC
January 2021 - July 2021 · 6 mos
Raymond James Financial Services, INC.Broker
January 2021 - July 2021 · 6 mos
State Registrations2 states
AZTX
Advisor

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.