Jaron Turley (CRD# 6992889) is an Investment Advisor Representative working at Kingdom Financial Group, LLC in Peoria, AZ and has over 3 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Kingdom Financial Group | Peoria, AZ | Jul 2023 - Current | < 1 |
Fullerton Financial Planning | Peoria, AZ | Jul 2023 - Current | < 1 |
Morgan Stanley Private Bank, N.a | New York, NY | May 2023 - Jul 2023 | < 1 |
Morgan Stanley | Gilbert, AZ | Oct 2021 - Jul 2023 | 1 |
Raymond James Financial Services Advisors, Inc. | Mesa, AZ | Jan 2021 - Jul 2021 | < 1 |
Raymond James Financial Services, Inc. | Mesa, AZ | Jul 2018 - Jul 2021 | 3 |
Robert Half | Stamford, CT | Aug 2017 - May 2018 | < 1 |
Real Property Management East Valley | Mesa, AZ | Nov 2016 - May 2017 | < 1 |
Daicel Safety Systems America Az | Mesa, AZ | Jul 2016 - Nov 2016 | < 1 |
Church Of Jesus Christ Of Latter | Shinjuku City, Nishiochial, | Mar 2014 - May 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2020 |
S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- CA
- ID
- TX
-
Total Assets Under Management264MILLIONS
-
Total Number of Accounts2,631ACCOUNTS
-
Average Account Value$100,435
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AZ, CA, CO, ID, LA, MN, NH, TX, WA
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