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Jason Kyle Turner

Grant Thornton Financial Advisors LLC

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About Jason Kyle Turner

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.

Firm Information

Jason Turner is currently registered with Grant Thornton Financial Advisors LLC. Grant Thornton Financial Advisors LLC is an investment advisor with 12 investment advisor representatives. The firm provides fairness opinions and solicitation services for a range of clients, including other investment advisors, corporations, and institutions.

Not reported

Assets Under Management

Not reported

Total Clients

11

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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fairness opinions and solicitation services

Fairness opinions and solicitation services

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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Jason Turner’s Registration & Firm History

TX

10/23/2014 - Present

Grant Thornton Financial Advisors LLC (DALLAS TX)

TX

09/23/2003 - 02/11/2005

SOUTHWEST SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Kyle Turner.
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