Unclaimed
Jason Kyle Turner is a registered Investment Advisor Representative with Grant Thornton Financial Advisors LLC. Jason is a highly experienced professional in the financial services industry, having worked in the industry since 2003. Jason holds the Series 7, 86, 87, and 66 securities licenses. Jason is also Managing Director for Grant Thornton LLP, which provides audit, tax and advisory services.
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.
Fairness opinions and solicitation services
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.
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2
TX
10/23/2014 - Present
Grant Thornton Financial Advisors LLC (DALLAS TX)
TX
09/23/2003 - 02/11/2005
SOUTHWEST SECURITIES, INC. (DALLAS TX)
BOTH
Issued 01/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/29/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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