Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Turner is an Investment Advisor Representative with Jim Saulnier & Associates, LLC, located in Fort Collins, Colorado. Jacob has been in the industry since July 2023. Jacob has experience in various sectors, including Financial Design Studios, AbbVie, Inc., and Jim Saulnier & Associates, LLC. Jacob holds a Series 65 license, which allows Jacob to provide investment advisory services to individuals and businesses. Jacob specializes in financial planning, portfolio management, and selection of other advisors. Jacob has a strong track record of helping clients reach their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
03/19/2024 - Present
JIM Saulnier & Associates, LLC (FORT COLLINS CO)
IA
Issued 09/15/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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