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Darren Robert Turner

Jaffe Tilchin Investment Partners, LLC

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About Darren Robert Turner

Darren Robert Turner is a financial advisor who has been active in the industry since 1999. Darren is currently registered with Jaffe Tilchin Investment Partners, LLC. Darren has a series 6, 7, and 63 license. Darren has also earned the Certified Financial Planner designation. Darren is a managing member of Turner & Associates Financial, LLC, and spends around 40 hours per month working with the firm to sell insurance products. Darren has experience working with clients such as individuals, trusts, charitable organizations, corporations, and pension and profit-sharing plans. Darren primarily provides financial planning, pension consulting, and portfolio management services to clients.

Firm Information

Darren Turner is currently registered with Jaffe Tilchin Investment Partners, LLC. Jaffe Tilchin Investment Partners, LLC is a registered investment advisor with offices in Tampa, FL. The firm provides financial planning, portfolio management, and pension consulting services to a variety of clients including individuals, trusts, corporations, and pension plans. They manage over $1.47 billion in assets and have a team of 14 licensed agents and 25 investment advisor representatives.
Jaffe Tilchin Investment Partners, LLC

15350 N. FLORIDA AVE.

TAMPA, FL 33613

$1.47B

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Darren Turner’s Registration & Firm History

FL

01/19/2012 - Present

Jaffe Tilchin Investment Partners, LLC (TAMPA FL)

FL

12/13/2006 - 08/25/2011

VALIC FINANCIAL ADVISORS, INC. (TAMPA FL)

FL

06/14/2004 - 12/18/2006

WACHOVIA SECURITIES, LLC (LAND O'LAKES FL)

NE

09/11/2000 - 03/03/2004

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

MA

03/15/2000 - 09/21/2000

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NE

05/27/1998 - 12/11/1998

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

BC

Issued 03/22/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2002

Series 7 - General Securities Representative Examination

BC

Issued 05/26/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Darren Robert Turner.
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