Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry William Turner is a financial advisor who has been working in the financial services industry since 2003. He has a Series 7, 63 and 66 license, and Series 9 and 10 licenses. Jerry is currently registered with Raymond James Financial Services Advisors, Inc. and is a member of the Raymond James team. His office is located in Boulder, CO. Jerry has a variety of experience in the financial services industry and is committed to providing his clients with personalized financial advice. He also has experience in the education sector. Jerry is committed to providing his clients with the highest level of service and is dedicated to helping them achieve 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CO
06/17/2016 - Present
Raymond James Financial Services Advisors, Inc. (BOULDER CO)
CO
11/11/2003 - 03/02/2016
EDWARD JONES (LOUISVILLE CO)
BOTH
Issued 06/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/22/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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