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Jason Michael Topper

Turning Point Financial

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About Jason Michael Topper

Jason Michael Topper is a financial advisor with Turning Point Financial in Frederick, MD. Jason has been in the industry for over 10 years and holds a Series 66 license, a Series 7 license, and the SIE exam. Jason is a registered Investment Advisor in Maryland. Jason's previous experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cambridge Investment Research, Inc., and PURSHE KAPLAN STERLING INVESTMENTS.

Firm Information

Jason Topper is currently registered with Turning Point Financial. Turning Point Financial is an investment advisor based in Frederick, MD with $310 million in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, and selection of other advisors. Turning Point Financial has 14 investment advisory functions and primarily serves high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
Turning Point Financial

7210 CORPORATE CT.

FREDERICK, MD 21703

$310.01M

Assets Under Management

Not reported

Total Clients

13

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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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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Jason Topper’s Registration & Firm History

MD

07/23/2019 - Present

Turning Point Financial (FREDERICK MD)

MD

07/29/2019 - 01/02/2020

PURSHE KAPLAN STERLING INVESTMENTS (Frederick MD)

MD

06/19/2015 - 07/23/2019

CAMBRIDGE INVESTMENT RESEARCH, INC. (FREDERICK MD)

MD

09/19/2012 - 07/02/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FREDERICK MD)

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Licenses & Designations

BOTH

Issued 10/16/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jason Michael Topper. Review regulatory record here.
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