Skip to main content

Our financial advice team


Jonathan Turner Ameriprise Financial Advisor

Jonathan Turner

Financial Advisor

Turner Wealth Advisors
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Intergenerational Planning
  • Insurance
  • Executive Compensation and Benefit Strategies

Interests

  • Spending time with my wife and exploring the world together.
  • Participating in amateur sports car racing series.
  • Attending professional racing events in Formula 1, IMSA & IndyCar.
  • Spending time in Florida with my family.
  • Playing the piano.

Community participation

Education

  • Bachelor of Science in Business Management, Penn State University
  • Bachelor of Science in Marketing, Penn State University
Newsletter

to receive my newsletters and other financial and market information