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Cameron J. Turner

JM2 CAPITAL
Edmond, OK 73013
Some features on this profile are disabled
CRD#: 2719020
CT

Professional summary


Cameron Jay Turner, CFA is a registered financial advisor currently at JM2 CAPITAL INC. located in Edmond, Oklahoma.

Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Cameron has worked at 3 firms and has passed the Series 63, Series 65, Series 7 and Series 2 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Cameron Jay Turner's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Experience


Current

March 9, 2018 - Present

JM2 CAPITAL INC.

Office #1: 16340 Muirfield Place, Edmond, OK 73013
RIA
CRD#: 292351
Edmond, OK
Past

April 25, 2000 - July 9, 2004

MARINER WEALTH ADVISORS

RIA
CRD#: 107355
TULSA, OK
Past

March 17, 2000 - June 28, 2004

HOUCHIN, ADAMSON, L.L.C

BD
CRD#: 42769
TULSA, OK

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JC
JM2 CAPITAL INC.
JM2 CAPITAL INC.

CRD#: 292351 / SEC#: 801-124810

RIA
Registered Investment Advisory firm - (5/3/2022 Approved)
Oklahoma
Registered Investment Advisory firm - (5/4/2022 Terminated)
Texas
Registered Investment Advisory firm - (5/4/2022 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oklahoma
(3/19/2018)
IAR
Texas
(3/9/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 4/13/2000
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 2/9/1996
Non-Member General Securities Examination

Current Firm


JC
JM2 CAPITAL INC.
JM2 CAPITAL INC.

CRD#: 292351 / SEC#: 801-124810

RIA
Registered Investment Advisory firm - (5/3/2022 Approved)
Oklahoma
Registered Investment Advisory firm - (5/4/2022 Terminated)
Texas
Registered Investment Advisory firm - (5/4/2022 Terminated)
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Contact information


Main Address
16340 Muirfield Place, Edmond, OK 73013
Mailing Address
Phone number
(405) 285-2878
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (2 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

JM2 CAPITAL INC. ADV PART 2AB (3/20/2025)

Regulatory assets under management


Total Number of Accounts62
AUM (Assets Under Management)$ 186,431,370

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


JM2 CAPITAL INC.

CRD#: 292351Edmond, OK 73013

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