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Juan Andres Turner

Evercore Group LLC

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About Juan Andres Turner

Juan Andres Turner is a registered representative with Evercore Group LLC. Juan has been in the industry for 10 years and is currently registered in 37 states. Juan also holds Series 7, Series 63, Series 66, and Series 79TO licenses. Prior to joining Evercore Group LLC, Juan worked at CITIGROUP GLOBAL MARKETS INC. and AMERIPRISE FINANCIAL SERVICES, INC.

Firm Information

Juan Turner is currently registered with Evercore Group LLC. Evercore Group LLC is a Limited Liability Company formed in April 2006. The firm is registered with the SEC and in 37 states.

Not reported

Assets Under Management

Not reported

Total Clients

805

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.

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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Juan Turner’s Registration & Firm History

NY

09/03/2024 - Present

Evercore Group LLC (NEW YORK NY)

NY

09/23/2020 - 09/16/2024

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

MA

11/19/2007 - 03/24/2009

AMERIPRISE FINANCIAL SERVICES, INC. (WESTBOROUGH MA)

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Licenses & Designations

BC

Issued 10/01/2020

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 09/20/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/07/2020

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Juan Andres Turner.
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