Jeffrey Turner

Mr. Turner received his Bachelor of Business Administration in Finance from the University of Alaska Anchorage.

He was born and raised in Anchorage, Alaska. He started his professional career in investment management in 2020. He has successfully taken and passed The Uniform Investment Adviser Law Examination, also known as the Series 65. His areas of expertise are portfolio construction and management, and financial planning. 

The firm currently provides investment services to individuals and high net worth individuals. At the firm, we adhere to a core principle of making data driven decisions. The firm uses goal-based financial planning software that provides a roadmap to meet client goals. When it comes to client services, we value a team approach with your CPA, attorney, etc. to implement a comprehensive interdisciplinary approach to your financial plan. 

In his spare time, he enjoys playing golf, traveling abroad, and spending time with his family and friends.