Jacob
Turley
Avantax Advisory Services
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About this Advisor
Jacob Turley is a certified financial planner operating in Kalispell, Montana, who has 6 years of industry experience. Turley is an advisor for Avantax Advisory Services. Their career trajectory has included roles at American Financial Services, Inc, Avantax Investment Services, Inc and Avantax Advisory Services. Turley has a Series 63 license, certifying them as a securities representative, and is approved to operate in Montana. Avantax Advisory Services is a registered investment firm based out of Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 people on staff. It administers $31 billion in assets across its 123,393 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 123,393 accounts, just 6% are associated with high-net-worth investors who have greater than $1 million in assets. Avantax Advisory Services has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advice typically vary depending on which services the firm provides the client. However, fee types billed by Avantax Advisory Services can include any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Jacob Turley Work History
Jacob has been registered as a financial advisor for 6 years.*
American Financial Services, Inc
Avantax Advisory Services
Avantax Investment Services, Inc
American Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacob Turley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avantax Advisory Services
Irving, TX
Coppell, TX
Milwaukee, WI
Irving, TX
Irving, TX
Pine River, MN
Duluth, GA
Coppell, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
