Benjamin Turner (CRD# 7810602) is an Investment Advisor Representative working at Jdh Wealth Management, LLC in Santa Rosa, CA and has 1 year of experience in the finance industry.
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
CRD# 2178797
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5598677
Mai Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jdh Wealth Management LLC | Santa Rosa, CA | Jun 2023 - Current | < 1 |
| Tatco | Santa Rosa, CA | Jun 2019 - Jun 2023 | 4 |
| Tatco | Santa Rosa, CA | Jun 2017 - Aug 2019 | 2 |
| William Jessup University | Rocklin, CO | Aug 2018 - May 2019 | < 1 |
| Trofholz Technologies | Santa Rosa, CA | May 2018 - May 2019 | 1 |
| William Jessup University | Rocklin, CA | Aug 2014 - May 2018 | 3 |
| Paul Nystrom Library | Rocklin, CA | Aug 2015 - May 2017 | 1 |
| Crossing The Jordan | Santa Rosa, CA | Jun 2016 - Aug 2016 | < 1 |
| Montgomery High School | Santa Rosa, CA | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- CA
-
Total Assets Under Management323MILLIONS
-
Total Number of Accounts389ACCOUNTS
-
Average Account Value$831,473
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, ID, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.