Jack B. Turner

CETERA INVESTMENT ADVISERS LLC

CLARKSVILLE, TN 37040

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CRD#: 450648

Professional summary

Jack Brame Turner is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Clarksville, Tennessee and CETERA WEALTH SERVICES, LLC located in Clarksville, Tennessee.

Jack is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1968. Jack has worked at 12 firms and has passed the Series 63, Series 7TO, SIE and Series 1 exams.

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.

1. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE 1958, INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE, HEALTH, DISABILITY, AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: JACK B TURNER AND ASSOCIATESINVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 09/1973, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES AND FIXED INSURANCE; 3. NAME OF OTHER BUSINESS: AJAX TURNER CO, INC INVESTMENT RELATED: NO, ADDRESS: 40120 CENTERPOINTE WAY, LAVERGNE, TN, 37086 NATURE OF BUSINESS: BEER, START DATE: 01/1987 POSITION/TITLE/RELATIONSHIP: PART OWNER/CHAIRMAN, LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: BOARD CHAIRMAN FOR FAMILY OWNED BUSINESS; 4. NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FAMILY TRUSTS, START DATE: 11/1996, POSITION/TITLE/RELATIONSHIP: TRUSTEE, LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: TRUSTEE FOR TRUSTS OF SONS; 5. NAME OF OTHER BUSINESS: COMMUNITY FOUNDATION OF MIDDLE TENNESSEE INVESTMENT RELATED: NO, ADDRESS: 3833 CLEGHORN AVE, STE 400, NASHVILLE, TN, 37215 NATURE OF BUSINESS: NON-PROFIT, START DATE: 01/2003, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: GENERAL BOARD DUTIES; 6. NAME OF OTHER BUSINESS: MIDDLE TENNESSEE BOY SCOUTS INVESTMENT RELATED: NO, ADDRESS: 3414 HILLSBORO PIKE, NASHVILLE, TN, 37215 NATURE OF BUSINESS: NON-PROFIT, START DATE: 01/2003, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: BOY SCOUT COUNCIL;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Brame 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®

None

Experience

Current

June 29, 2023 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 201 Main Street, Clarksville, TN 37040

RIA

CRD#: 105644

CLARKSVILLE, TN

Current

September 3, 2013 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 201 Main Street, Clarksville, TN 37040

CRD#: 13572

Clarksville, TN

Past

April 17, 2018 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

EL SEGUNDO, CA

Past

February 25, 2010 - March 22, 2012

WALNUT STREET SECURITIES, INC.

RIA

CRD#: 15840

CLARKSVILLE, TN

Past

March 11, 2004 - November 18, 2004

WALNUT STREET SECURITIES, INC.

RIA

CRD#: 15840

CLARKSVILLE, TN

Past

January 4, 1990 - September 3, 2013

WALNUT STREET SECURITIES, INC.

CRD#: 15840

CLARKSVILLE, TN

Past

November 19, 1989 - January 18, 1990

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

June 10, 1985 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

December 17, 1984 - September 21, 1989

AETNA FINANCIAL SERVICES, INC.

CRD#: 13255

HARTFORD, CT

Past

December 17, 1984 - September 9, 1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 13256

HARTFORD, CT

Past

January 18, 1979 - January 10, 1990

GENERAL AMERICAN LIFE INSURANCE COMPANY

CRD#: 3963

Past

January 14, 1977 - June 20, 1985

PROVIDENT MARKETING CORPORATION

CRD#: 7328

Past

October 7, 1974 - December 18, 1978

SHENANDOAH EQUITY SERVICES, INCORPORATED

CRD#: 4170

Past

September 13, 1973 - December 23, 1974

PROVIDENT NATIONAL EQUITIES, INC.

CRD#: 40

Past

November 15, 1968 - January 14, 1977

PLA SECURITIES CORPORATION

CRD#: 666

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".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(9/3/2013)

Arkansas
(9/3/2013)

California
(9/3/2013)

District of Columbia
(3/9/2023)

Florida
(9/3/2013)

Georgia
(9/3/2013)

Hawaii
(9/3/2013)

Illinois
(9/3/2013)

Indiana
(9/3/2013)

Kentucky
(9/3/2013)

Maryland
(3/9/2023)

Michigan
(6/10/2024)

Mississippi
(9/3/2013)

Missouri
(9/3/2013)

Nevada
(8/26/2015)

New York
(3/9/2023)

North Carolina
(9/3/2013)

Ohio
(9/3/2013)

Oklahoma
(9/3/2013)

Oregon
(9/3/2013)

South Carolina
(9/3/2013)

Tennessee
(9/3/2013)

IAR

Tennessee
(6/29/2023)

Texas
(9/3/2013)

IAR

Texas
(6/29/2023)

Virginia
(3/9/2023)

Wyoming
(10/24/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 9/5/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 11/9/1968

Registered Representative Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Jack B. Turner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Brame Turner's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

WALNUT STREET SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

AETNA FINANCIAL SERVICES, INC.

AETNA LIFE INSURANCE AND ANNUITY COMPANY

GENERAL AMERICAN LIFE INSURANCE COMPANY

PROVIDENT MARKETING CORPORATION

SHENANDOAH EQUITY SERVICES, INCORPORATED

PROVIDENT NATIONAL EQUITIES, INC.

PLA SECURITIES CORPORATION

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/5/1985

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 1

Date: 11/9/1968

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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