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Jeffrey Turner

Analogous Investment Management Limited Liability Co.

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About Jeffrey Turner

Jeffrey Turner is an investment advisor representative at Analogous Investment Management Limited Liability Co. and has been with the firm since June 2020. The firm, based in Anchorage, Alaska, provides financial planning and portfolio management services to individuals and high-net-worth individuals. Jeffrey has a Series 65 license and has been in the industry since 2015.

Firm Information

Jeffrey Turner is currently registered with Analogous Investment Management Limited Liability Co.. Analogous Investment Management Limited Liability Co. is a registered investment advisor with the SEC. They provide financial planning and portfolio management services to individuals, including high-net-worth individuals. The firm manages approximately $7.3 million in assets for 34 clients.

$7.31M

Assets Under Management

Not reported

Total Clients

1

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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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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Jeffrey Turner’s Registration & Firm History

AK

06/11/2020 - Present

Analogous Investment Management Limited Liability Co. (ANCHORAGE AK)

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Licenses & Designations

IA

Issued 02/15/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Turner.
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