Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Ray Turner is a financial professional with over 29 years of experience in the financial services industry. Jimmy has a wide range of experience working with UMB Financial Services, Inc. and previously with other firms such as SII INVESTMENTS, INC. and Waddell & Reed. Jimmy holds Series 7, 24, 63, 65, and 66 licenses and is registered to provide investment advisory services in Missouri and Kansas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
MO
05/22/2018 - Present
UMB Financial Services, Inc. (Kansas City MO)
MI
02/12/2014 - 01/28/2015
SII INVESTMENTS, INC. (MT. PLEASANT MI)
MD
05/18/2005 - 02/17/2012
WADDELL & REED, INC. (OWINGS MILL MD)
CA
12/17/2004 - 05/18/2005
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
NY
03/25/2002 - 11/30/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
07/06/2001 - 04/05/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
MN
03/05/1992 - 05/23/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/05/1992 - 05/23/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/18/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2019
Series 24 - General Securities Principal Examination
BC
Issued 06/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/08/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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